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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.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Looking ahead can help you conquer these unique obstacles.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
In this article, explore the benefits of the Federal Student Grant Program.
Protect yourself against the damage that your homeowners policy doesn’t cover.
It's important to understand the pros and cons when considering a prepaid debit card.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Imagine your ideal post-pandemic retirement with this animated video.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Check out this video to begin separating fact from fiction.
The market is as unpredictable as the weather. We’d love to help you prepare.