For most households, financial decisions are shared, goals are intertwined, and assets don’t live in neat, individual silos. Yet many retirement tools still force you to plan as if only one person exists. That’s exactly the gap we set out to close.
With Visually.Me’s Spouse Asset feature, you can now include your spouse’s assets directly in your retirement projections — giving you a clearer, more realistic picture of your financial future together.
Why Spouse Assets Matter
If you’re married or planning jointly, ignoring your spouse’s assets can lead to distorted projections:
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One partner retires earlier than the other
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Pensions or Social Security start at different ages
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Income streams stop or shift when one spouse passes away
A single-person model simply can’t reflect these realities. Visually.Me now allows you to plan the way real households operate: as a unit, with individual timelines and shared outcomes.
How the Spouse Feature Works
Visually.Me keeps things simple while still being powerful. You can add assets and clearly assign them to either yourself or your spouse. Each asset retains its own characteristics—start age, growth rate, payout rules — while being merged into a combined household projection. Behind the scenes, Visually.Me accounts for:
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Different ages between spouses
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Different retirement dates
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Different life expectancy
On the screen, you see one clean, intuitive timeline. No spreadsheets. No mental math. No “what if I forgot something?”
See the Full Picture—At a Glance
Once spouse assets are included, Visually.Me combines everything into a single visual projection that shows:
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Total retirement income and investment balance over time
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When income sources begin and end
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How balances change before and after retirement
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Whether your plan stays sustainable across both lifetimes
This makes it easy to answer questions like:
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Can one of us retire earlier?
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What happens if my spouse delays Social Security?
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Are we over- or under-saving as a household?
With Visually.Me’s spouse feature, you can finally model your future the way you’ll actually live it—together, with clarity and confidence. If you’re planning as a couple, this feature isn’t just nice to have.
It’s essential.
