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
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
6 Ways to Stay Ahead of Rising Retirement Costs
From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.