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.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
This short video helps explain why markets can be as unpredictable as the weather.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Important items to consider when purchasing condo insurance.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
$1 million in a diversified portfolio could help finance part of your retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
When should you take your Social Security benefit?
With alternative investments, it’s critical to sort through the complexity.