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


Wisconsin Saves Fun Tip: Keeping Your Cool Week 3!

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.”

The entire month of July, we are committed to helping you KEEP YOUR COOL and SAVE! 

Here’s how you can start this week: 

Keep lamps and televisions away from thermostats as this will give an inaccurate reading, forcing your air conditioner to run more than necessary.thermostat


Treasurer’s Top 5: Pierce County

Pierce county

This week, we travel to Pierce 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 and search their name to make a claim.  They can also call 855-375-CASH (2274)

Pierce County

Marlene Ann Janish

John Docter

Matthew and Marcia Palmer

Gladys and Eldon Oberg

Barbara And Richard Cooklock

Money Matters: Handling the Unexpected

Handling the Unexpected

handling the unexpected

There’s nothing harder to plan for than unexpected events that impact your life and finances. Yet loss of a job, the death of a loved one, illness or other unexpected occurrences happen at one point or another in most of our lives. The key to successfully surviving these life-changing events from a financial perspective is to anticipate hard times. Shore up your financial situation before you are hit with an unexpected expense, so you will be covered in the event something happens.  Our friends at help you map out a plan.

The Importance of an Emergency Fund
Because we cannot predict when life will throw us an unexpected challenge, it is important for everyone to build and maintain an emergency fund with three to six months’ worth of living expenses. The key to building an emergency fund is to set money aside every month, no matter how small the amount. This Emergency Fund calculator can help you get started.

Financial experts recommend that, unlike retirement funds, emergency savings should be kept fairly liquid, in a savings account or a money market fund. Hopefully you will never need it. But if you do, you’ll be glad it’s there.

A New Financial Picture
Once the immediate financial matters are taken care of after an unexpected life event, it will be time to take stock of your new financial situation and create a plan for yourself moving forward. Whether you have faced job loss, divorce, illness or another event, you should create a new budget reflecting your situation. This is the first step toward financial security and rebuilding your emergency fund, which you may have tapped into to manage a financial crisis.

To develop a budget, write down your current expenses, indicating whether each expense is a necessity or a luxury. Pulling out recent credit card bills and bank statements can help with this process. Next, estimate your monthly income, including only income that you are certain you will receive. Then compare your income to expenses. If your expenses are higher, you will need to trim your expenses until your income is higher than your expenditures.

You can learn much more about budgeting and utilize our free budgeting worksheet here.

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

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 An 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.
OST Design large sealedvest

Treasurer Smith Passes Away

Charlie Smith 

Five-term Former Wisconsin State Treasurer Charles P. “Charlie” Smith

He was very proud of his contributions to the Unclaimed Property initiative around the country and  routinely stopped by the office to check on how many claims were being processed and how much money we had given back to Wisconsin citizens.” –Mary Celentani, former Wisconsin Unclaimed Property Administrator


Charles P. “Charlie” Smith, age 88, of Madison, left this world with family by his side on Saturday, July 12, 2014, at Agrace HospiceCare.


Although he was born in Chicago, he was a lifelong Wisconsin resident. The youngest child of William A. and Lillian C. Smith, Charlie spent his early years in Oconto, on the shores of Green Bay, where he attended Lincoln School. After his father passed away, the family moved to Madison in 1940 where they lived at 38 Breese Terrace and he enrolled in West High School. After graduating in 1944, Charlie enlisted in the United States Marine Corps and went on to serve in the South Pacific and on Okinawa with the 7th Regiment of the First Marine Division. On Okinawa, he was wounded in action for which he was awarded the Purple Heart and the Presidential Unit Citation.


Charlie was on convalescent leave when he returned to Madison in 1945 and met his love and best friend, Bernadette “Bert” Carroll. They were married in Milwaukee in August of 1947. After his discharge from the military, he went on to Milton College where he earned a B.A. with majors in history and sociology and minors in English and political science by the time he graduated in 1950. For the next 11 years, his young family moved frequently as his work for Dane County, Mobil Oil Co., Guardian Life Insurance Co., College Life Insurance Co., and Olin Corporation at the Badger Army Ammunition Plant demanded. Finally in 1961, they were able to move “home” to their beloved Madison. Friends and acquaintances will fondly recall many a post-Badgers Football game party at the old house on South Spooner Street.


Bitten by the political bug, Charlie pursued a life in public service. He served as a supervisor on the Dane County Board, was active on the Madison Rivers and Lakes Commission, served on the Dane County Democratic Committee, and ran unsuccessfully for state treasurer in 1968. In 1970, he ran for state treasurer again, was elected, and went on to serve the people of Wisconsin for four more terms until his retirement in 1991. One of his biggest achievements while in the Treasury was the investment of idle state funds with the State of Wisconsin Investment Board.


He served on the State of Wisconsin Board of Commissioners of Public Lands, was a founding and active member of the National Association of State Treasurers (NAST) and instrumental in implementing the State of Wisconsin Unclaimed Property Program to return unclaimed property to the citizens of Wisconsin. He was a staunch supporter of the Democratic Party, serving as a delegate to the Democratic National Conventions in 1972 for George McGovern, in 1980, for Ted Kennedy and 1984, for Gary Hart. Charlie also served his local community on the boards of Big Brothers/Big Sisters of Dane County, the Madison Opportunity Center and Wisconsin Special Olympics.


Charlie enjoyed his family and friends, Dixieland jazz, boating and being near the water, travelling, meeting new people and spending time at the condo in Cable. His proudest accomplishments were having been elected a constitutional officer by the people of Wisconsin, his wealth of friends – Democrat and Republican alike, his children, grandchildren and great-grandchildren, and most of all, his loving wife of almost 67 years, Bert. He will be forever remembered as a friend to all, and for his wonderful sense of humor.


Charlie is survived by his wife, Bert; son, Steve Smith (Jeanne) of Madison; daughter, Megan Smith (Jen Kern) of Seattle, Wash.; daughter, Haley Smith of Madison; granddaughters, Tonya Vike (Tim), Kristyn Blazich (Michael) and Lisa Bayorek (Charlie); as well as grandchildren, Russell and Brooke Vike, Sam and Will Blazich and CJ and Landon Bayorek; and his twin sister, Nancy Simeone. Charlie was preceded in death by his parents; his older brother, Bill Smith; nephew, Michael Smith; and his son, Charles P. “Charlie” Smith II.


A Mass of Christian Burial will be held at NOON on Tuesday, July 22, 2014, at ST. MARIA GORETTI CATHOLIC CHURCH, 5313 Flad Ave., Madison. Relatives and friends may call on the family at the church from 10:30 a.m. until the time of the Mass. Monsignor Michael Burke will officiate.


In lieu of flowers, the family has requested that memorials be made to the Goodman Community Center or St. Maria Goretti Parish. The family would like thank the staff at the UW Hospital First Day Surgery Unit, F6/Urology, Dr. Jennifer Passini and the compassionate caregivers of Agrace HospiceCare.


From the Wisconsin State Journal

Read more:  Charlie Smith was ‘one of the truly decent people’

Wisconsin Saves Fun Tip:

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.”

The entire month of July, we are committed to helping you KEEP YOUR COOL and SAVE! 

Here’s how you can start this week: 

  • On summer days, keep your curtains closed, especially on windows that get direct sunlight. The ability of curtains and drapes to reduce heat gain depends on fabric type and color.  Medium-colored draperies with white-plastic backings (also called solar curtains) can reduce heat gain by 33 percent. Hang the curtains as close to the window as possible for maximum effect.




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