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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.

Helpful Content

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

 

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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