At Jonlyn & Associates, Inc. we work hard to build relationships that last a lifetime.
In this new website you will find a wealth of information in the form of educational videos, newsletters articles, calculators and research reports to assist you in making informed decisions.
The wealth management firm of Jonlyn & Associates, started in 1991 by John V. Pezzullo CPA, has grown today to eight professionals, comprised of CPA’s, EA’s, Financial Planners, Investment Advisors and Bookkeepers, each offering top-notch credentials and experience. Our office in Wheaton (accounting and wealth management) primarily service the greater Chicago counties of DuPage, Will, Kane, Cook, Kendall, McHenry, DeKalb, and the entire Las Vegas area. The service does not stop at the state border, as we have clientele throughout the United States.
From individual retirement plans, 401K plans and rollovers through insurance needs including long term care to accounting and multi state income taxes, the team at Jonlyn and Associates can assist you with all of your wealth management needs and education. The Jonlyn team offers a strategic approach to helping clients pursue their goals and devises individual solutions to meet your personal needs.
Helpful Content
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Surprises
Making the most of surprises is a great reason to work with us.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.