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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.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Building Your Legacy
A four-step framework for building a personal legacy.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
There are four very good reasons to start investing. Do you know what they are?
Read this overview to learn how financial advisors are compensated.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Gaining a better understanding of municipal bonds makes more sense than ever.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Taking your Social Security benefits at the right time may help maximize your benefit.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
What are your options for investing in emerging markets?
Bucket lists don’t have to be for tomorrow.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Learn how to harness the power of compound interest for your investments.