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Jeffrey W. Stein

CPA, Financial Advisor

Jeffrey W. Stein

Jeffrey W. Stein

CPA, Financial Advisor

Jeffrey W. Stein is a CPA and financial advisor with over 20 years of experience advising small business owners and self-employed individuals.

Cited In 1 Article

Credit & Personal Finance

Is Life Insurance a Smart Financial Tool for the Self-Employed — or an Unnecessary Expense?

For the self-employed, there's no employer picking up the tab on life insurance. So the question falls entirely on you — is it a smart financial tool or money better deployed elsewhere? A financial educator, a CEO, and a CPA disagree sharply. One verdict.

May 22, 2026