Explore your financial health for every life stage.

You take care of your physical health. But what about your financial health? Maybe you're just beginning your career or perhaps retirement is on the horizon. Wherever you are on life's journey, we can help you discover smarter ways to make sure that you're fiscally fit and prepared for the future. Here you'll find articles, calculators and ideas to help guide you every step of the way.

Retirement Readiness Assessment

Just like planning a wedding, or saving for a new home, knowing the right steps to help you reach your retirement goal is necessary. 

 

Answer a few simple questions and you’ll see what your Retirement Quotient (RQ) Score™ is today. Plus, you’ll receive helpful strategies and tips on how to improve your score over time.

Get Started
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Did you know?

Social Security Benefit Increase

More than 66 million Americans will see a 2.0% increase in their payments beginning in January of 2018. 

Source: Social Security Administration

FICO Credit Scores

The latest FICO Score High Achievers Study indicates the average American has a FICO credit score of 700.

Source: USAToday.com, Matthew Frankel, The Motley Fool, 4/4/17

Personal saving rates.

The average personal savings rate in the U.S. is 5.5% - most experts recommend saving 10 to 15% of your income, excluding retirement contributions from your employer. 

Source: Matthew Frankel, The Motley Fool, 3/31/17

How much have you saved in your 401(k)?

The average 60-year-old American has $177,805 saved in their 401(k).

Source: “How America Saves 2016”, Vanguard

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These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary. 

 

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Fulton Financial Advisors and Clermont Wealth Strategies operate through Fulton Bank, N.A. and other subsidiaries of Fulton Financial Corporation and are headquartered at One Penn Square, Lancaster, PA 17602.


Fulton Financial Advisors and Clermont Wealth Strategies operate through Fulton Bank, N.A. and other subsidiaries of Fulton Financial Corporation, including Fulton Insurance Services Group, Inc. The Advisors at Fulton Financial Advisors and Clermont Wealth Strategies offer a broad array of financial products and trust and retirement services some of which are provided through ValMark Securities, Inc., and/or Raymond James Financial Services, Inc., independent and unaffiliated registered broker/dealers, Members FINRA/SIPC; and/or Executive Insurance Agency, Inc., and/or Specific Solutions, Inc., unaffiliated licensed insurance agencies; Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and/or ValMark Advisers, Inc., unaffiliated investment advisory firms registered with the SEC. Raymond James Financial Services, Inc. is not affiliated with Specific Solutions, Inc., Executive Insurance Agency, Inc., ValMark Securities, Inc., ValMark Advisers, Inc., Clermont Wealth Strategies, Fulton Financial Advisors, Fulton Bank, N.A., Fulton Financial Corporation or any of its subsidiaries. Neither ValMark Securities, Inc., ValMark Advisers, Inc. nor Executive Insurance Agency, Inc. is affiliated with Clermont Wealth Strategies, Specific Solutions, Inc., Fulton Financial Advisors, Fulton Bank, N.A., Fulton Financial Corporation or any of its subsidiaries.


Securities and Insurance products are not a deposit or other obligation of, or guaranteed by the bank or any affiliate of the bank; are not insured by the FDIC or any other state or federal government agency, the bank or an affiliate of the bank; and are subject to investment risk, including the possible loss of value.