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

Posts tagged “missing money

Treasurer’s Top 5: Racine County


Racine County

This week, we travel to Racine 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)

Racine County

Murad Gengozian

Gail M Lloyd

Lance Clausen

Nancy Madsen

Ganton Technologies Incorporated

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Wisconsin Saves Fun Tip: Keep Your Cool!


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: 

  • Install a programmable thermostat for central air – raise your home’s temperature when you are away and save big money by not cooling an empty home!  According to MGE.com, this can save you 20 to 60 cents per hour!  You can buy one for between $30 and $100 at your local hardware store if you don’t have one already.

thermostat

 For more information on how to be a Wisconsin Saver, log onto our website:  www.wismissingmoney.org or www.wwbic.com.

 

 


Treasurer’s Top 5: Polk County


polk countyThis week, we travel to Polk 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)

Polk County

Evelyn Green

Harold Leu

Joy Peterson

Esther Surkamer

Joyce Hill


FAQ Unclaimed Property: Where Do I Call for Help With My Claim?


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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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 www.practicalmoneyskills.com 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.


Treasurer’s Top 5: Pepin County


pepin countyThis week, we travel to Pepin 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)

Pepin County

Betty and Manley Kruger

Gilles Isaksson Insurance

Benedict L Bauer

Andrea Olson

Pepin County Nursing Services


FAQ Edvest: Who Can Open An 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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