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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.

Helpful Content

Managing Your Lifestyle

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Interested in a Fuel Efficient Car?

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

No Cash, No Checks, No Problem

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

 

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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