Some people are terrible with numbers. If you tell a client that a retirement expense is $100,000 in future dollars based on a 3% inflation rate, there's a chance they'll look at you as if you are speaking Swahili. Sprinkle in a pinch of financial jargon and most clients are completely lost.

Retirement health care costs might be the poster child for client confusion. Not only are published estimates wrapped in financial lingo, but the estimates are alarmingly high — a recipe for total client cognitive meltdown.

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