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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.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The federal government requires deceased individuals to file a final income tax return.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
It's important to make sure your retirement strategy anticipates health-care expenses.
Discover the benefits whole life can provide during your different life stages.
Use this handy calendar to remember the year’s most important financial dates.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, cracking the code on bonds.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Doing your research is key before buying a vacation home.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Imagine your ideal post-pandemic retirement with this animated video.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?