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
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Retirement Redefined
Around the country, attitudes about retirement are shifting.