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

Archive for March, 2013

FAQ Edvest: What are the New Fees?


The total annual asset-based plan fees are estimated to range from 0.00% – 0.45% depending upon the portfolio selected, college. Your Disclosure Booklet enclosed contains more complete details about the plan, including fees and descriptions of the investment portfolios.

For more information, click www.wismissingmoney.com.

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Wisconsin Saves Fun Tip: Turn Money Leaks into Cash Flow!


The Wisconsin Office of the State Treasurer proudly teams up with WWBIC (Wisconsin’s Women Business Initiative Corporation) for “Wisconsin Saves.”  Each week in February, we will share with you a savings tip courtesy of WWBIC.

WWBIC

Turn Money Leaks into Cash Flow! Almost every budget has a little waste like unused cell phone minutes, cable packages with way more programs than you could ever watch and junk bank/credit card fees you never question (or even notice) anymore. Plugging those leaks can produce a nice stream of money to redirect into your savings account!


Treasurer’s Top 5: Barron County


Snowmobiling in Barron County, Wi

Snowmobiling in Barron County, Wi

This week, we travel to Barron 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)

Barron County

John M Munson

Hugh Duncan

Robert J Wheeler, Jr.

Manoj Patel

Susan John


Money Matters: 1 Minute Habit to Revolutionize Your Finances!


The new year means one very important thing for your finances: You have a clean slate when it comes to your money—so be sure to use this momentous opportunity wisely.  money minute Our friends at Learnvest.com explain how to start 2013 on the right financial foot with a simple, little ritual called, “the Money Minute.”

Start 2013 on the right financial foot with a ritual started by LearnVest CEO Alexa von Tobel: the Money Minute.

Each morning, she logs on to her Money Center account to review her transactions. It takes just one minute—but it has completely transformed her finances, saving her hundreds of dollars each year.

Find out what she’s looking for, and how just one minute a day helps her to stay on track toward reaching her goals.

The Key to a Successful Money Minute: It Takes Dedication.

READ MORE HERE


FAQ Edvest: What are Differences Between Old and New Plan?


The main differences between the pre- and post-transition plan are that Edvest now consists of only direct-sold, no load accounts; total plan fees are lower; the investment choices have increased from 15 to 22 and the plan website has new tools, including mobile account access for your smartphone. For more specific details about plan differences, please refer to the comparison table on page 1.

For more information, www.wismissingmoney.com.



Treasurer’s Top 5: Ashland County


Wisconsin's Elk Herd, Ashland County

Wisconsin’s Elk Herd, Ashland County

This week, we travel to Ashland 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)

Ashland County

John M Munson

Hugh Duncan

Robert J Wheeler, Jr.

Manoj Patel

Susan John