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
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Spend Purposefully Without Derailing Your Progress
Simple systems can help you spend with purpose year-round, without relying on constant willpower to stay on track.
Spending Intentionally While Maintaining Your Goals
Learn how to tell the difference between purchases that reflect your priorities and those driven by habit or pressure.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Debt Stress
There’s a link between debt and stress.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.