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.
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The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.