The happenings "inside" the Wisconsin State Treasury and across the street at the State Capitol

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FAQ Unclaimed Property: Where Do I Call With Unclaimed Property Questions?



Some of the Numbers have changed as the Unclaimed Property Program is now being adminstered by the Department of Revenue.  The Office of the State Treasurer is still responsible for promoting the program and is happy to answer any questions we can for you.  However, at the request of the Department of Revenue, direct lines to claims processors were removed from our website and they asks you to call and general line.  That number is:

(608) 264-4594

 

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FAQ Edvest: Who Can Open And Edvest Account?


Any individual with a Social Security number or federal Taxpayer Identification Number who is a U.S. citizen or resident alien can open an account and contribute to an Edvest account on behalf of any beneficiary. You can even open an account for yourself. An organization described in Section 501(c)(3) of the Internal Revenue Code, an estate or a trust may also open an account. Such entities will be subject to additional restrictions or administrative requirements and may not open an account online or participate in e-Delivery. Open an account today.
 
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Wisconsin Saves Fun Tip: Heat Savings!


OST Design large sealThe Wisconsin Office of the State Treasurer proudly teams up with WWBIC (Wisconsin’s WomensWWBIC Business Initiative Corporation) for “Wisconsin Saves Fun Tip.”

 As the temperature drops, our heating bills can rise exponentially.  So, during the month of November we will focus on how to save on that energy bill.

This week, a tip on Heat Savings!  Open curtains on your south-facing windows during the day to allow sunlight to naturally heat your home, and close them at night to reduce the chill you may feel from cold windows.

Treasurer’s Top 5: Portage County


Portage County

This week, we travel to Portage County.  Here’s a look at the Top 5 people and businesses there with unclaimed assets. Do you see anyone on this list you know?  If so, have check out  www.wismissingmoney.com and search their name to make a claim.  They can also call 855-375-CASH (2274)

Portage County

Kurt Kenowski

James Cooper

GW Winfield

George Stein

Eric Belke

Money Matters: Employer Provided Benefits


Employer Provided Benefits

Employee Benefits

Whether you’ve just started a new job as a recent graduate or you’ve been with the same company for years, you need to make sure you’re maximizing your employee benefits.  Our friends at www.practicalmoneyskills.com tell you how!

Most employers offer a host of company-sponsored benefits. Often, the combined value of these coverages is worth a third or more of your base pay. That’s too much money to leave on the table. And some employee benefits have valuable tax advantages you can’t afford to ignore.

If your employer provides a 401(k) plan or Health Care and Dependent Care Flexible Spending Accounts (FSAs) and you’re not participating, you could be missing out on hundreds – or thousands – of dollars in tax savings each year. That’s money that goes right into your pocket instead of Uncle Sam’s.

Here you’ll find the ins and outs of employee benefits and everything you need to maximize your job and all it has to offer.

FAQ Edvest: How Do I Track Edvest Performance?


Edvest performance for the 22 investment options is available online. Go to Investment Performance.

 

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Wisconsin Saves Fun Tip: Technology Savings


OST Design large sealThe Wisconsin Office of the State Treasurer proudly teams up with WWBIC (Wisconsin’s WomensWWBIC Business Initiative Corporation) for “Wisconsin Saves Fun Tip.”

 This week, we take a look at those extended warranties retailers entice you with at the checkout and if it pays to purchase them.  The answer is simple…

Skip the extended warranty:  every time you purchase a new gadget, you’re likely presented with a retailer’s extended warranty or some form of insurance.   In most cases, these warranties just aren’t worth it.  If you’re clumsier than usual, it might work for you, but for the majority of us, it’s easier to start your own warranty/replacement fund.  If you do purchase, be sure to read the fine print:  does it cover theft?  Water damage? Usual wear and tear?

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