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.
16 Wall Street Cliches in 60 Seconds
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Don’t overlook the need for renter’s insurance if you rent your home.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Healthy habits are one of the greatest gifts to give your child.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Here’s a quick guide to checking to see if you have unclaimed money.
Taking your Social Security benefits at the right time may help maximize your benefit.
Learn how to harness the power of compound interest for your investments.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Investors seeking world investments can choose between global and international funds. What's the difference?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.