Treasurer’s Top 5: Ozaukee County
Courtesy: www. travelwisconsin.com
This week, we travel to Ozaukee 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)
Ozaukee County
Lawrence Kunesh
HH Spake
Kim Ziegelbauer
Brian, Darren, Todd and James Schmeling
Myron Haack
Treasurer’s Top 5: Outagamie County
Outagamie County Courthouse, Appleton
This week, we travel to Outagamie 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)
Outagamie County
Leroy H Johnson
Shirley R Kane
AAL Bank and Trust
Rebecca and Frances Applegate Beck
Brenda Winter
Treasurer’s Top 5: Oconto County
This week, we travel to Oconto 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)
Oconto County
Donald A Taylor
Lillian Ratter
Clifford J Brown
Rudolph Saffran
David A Mauer
Treasurer’s Top 5: Monroe County
Sparta in Monroe County, “The Bicycling Capital of the World.”
This week, we travel to Monroe 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)
Monroe County
Richard W. Johnson
PIC Investment Club
Quinn P Clark
Richard O and Mary Jane Hem
James McEssy
Wisconsin Saves Fun Tip: POWER Shop!
The Wisconsin Office of the State Treasurer proudly teams up with WWBIC (Wisconsin’s Womens Business Initiative Corporation) for “Wisconsin Saves.” Each week, we will share with you a savings courtesy of WWBIC.
Go grocery shopping while you are in a hurry! Maybe you need to go out in a couple of hours. Or your favorite show is going to be on TV after a couple of hours. Try to squeeze in the grocery trip in that intermediate time. Armed with your grocery list, you should be in-and-out very quickly with little time for meandering and getting tempted to buy things you don’t need. Plus if you “power shop” – you can burn calories!
Treasurer’s Top 5: Marquette County
This week, we travel to Marquette 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)
Marquette County
Robert Maurice Schurgers
Esther and Adam Ortiz
Marie Whiting
Pearl Zavala
Cleon Cooke III
Money Matters: Choosing A Health Plan
Health Care
For most of us, health care and prescriptions represent a big financial burden. When families and individuals experience financial strain, many cut back on health care services. But in the event of a serious illness or catastrophe, not being adequately covered can lead to financial disaster. Luckily, there are ways to ensure you find the best medical coverage for yourself and your family, as well as access to low-cost prescriptions and other services. Our friends at www.practicalmoneyskills.com share resources available; you just need to seek them out.
Choosing a Health Plan
With the countless options available and the complex terminology and paperwork, selecting a health care plan can be overwhelming. There are two basic types of plans: group plans (plans supported by an employer) and individual plans (plans not supported by an employer). Whether you have access to a plan supported by an employer or you need an individual plan, these tips for selecting a plan can help.
Before choosing a plan, ask yourself:
- How much can you afford to pay monthly for health care?
- Who requires coverage under your plan (just you, or a spouse or dependents as well)?
- How often do you, your spouse, and children visit the doctor?
- Do you want or need dental and vision coverage?
- Do you or your dependents have medical conditions that require specialized care?
- What would happen in the event of an accident or surgery?
- What is the maximum deductible you could afford to pay?
Knowing the answers to these questions can help you understand your health care needs and financial considerations. If you or a family member has a pre-existing health condition, it can be more difficult to get the health coverage you need. As part of the Affordable Care Plan passed in 2010, there is a Pre-Existing Condition Insurance Plan (PCIP) available. You can find out more about it here.
How Much Do Americans Spend on St. Patricks Day?
In 2013, Americans spent a total of $4.7 billion dollars on St. Patrick’s Day. Of course, not every shopper plans to budget the same way. Who buys and what is bought directly relates to how big—or small—a celebrant’s budget will be.
Our friends at U.S. News and World Report say Men spend the most. Men may not spend a majority of consumer dollars, but when they reach for their wallets, they go big. Compared to any other consumer demographic looking to make a purchase for St. Patrick’s Day this year, men have the biggest budget, with an average planned expense of about $45. Women, on the other hand, are only looking to spend around $32.
Young spenders, big spenders. Next to men, young adults take second place as consumers with the lightest wallets after St. Patrick’s Day. Those aged 25 to 34 plan on grabbing a little less than $45 in clothing, food and decorations.
May you find your pot of gold at the end of the Rainbow… by searching our database for your MISSING MONEY on this St. Patrick’s Day at www.wismissingmoney.org.
CLICK HERE for full article.
FAQ Unclaimed Property: Why Does Wisconsin Have An Unclaimed Property Law?
WHY DOES WISCONSIN HAVE AN UNCLAIMED PROPERTY LAW?
The law was enacted in 1970 to enable Wisconsin residents to search in one place for missing funds. After 1 to 5 years of inactivity Wisconsin businesses are mandated to turn over all unclaimed money, stock, and safe deposit box contents to the State Treasurer’s Office. This process relieves businesses from the expense and liability associated with carrying unclaimed property on their financial records. Most importantly, the process benefits Wisconsin residents because the State Treasurer’s Office makes an active effort to reunite all rightful owners with their unclaimed property.
FAQ Edvest: How Do I Get Information on Edvest Performance?
Wisconsin Saves Fun Tip: “Slow and Steady” Saving for Retirement
The Wisconsin Office of the State Treasurer proudly teams up with WWBIC (Wisconsin’s Womens Business Initiative Corporation) for “Wisconsin Saves.” Each week, we will share with you a savings tip courtesy of WWBIC. This week, what it takes to properly save for RETIREMENT.
Keep in mind that slow and steady wins this race. Even modest monthly contributions to a retirement account for 30 to 40 years can, in part because of the miracle of compound interest, easily lead to an accumulation of several hundred thousand dollars.
FAQ Unclaimed Property: What Is Unclaimed Property?
WHAT IS UNCLAIMED PROPERTY?
Generally, any financial asset that has had no activity by its owner for a period of 1 year or more. This includes savings accounts, checking accounts, uncashed dividends, stocks, customer deposits or overpayments, certificates of deposit, credit balances, refunds, matured life insurance policies and uncashed death benefit checks. The law also requires that utility deposits, unclaimed wages and property resulting from business dissolutions be reported as unclaimed property after one year of inactivity. The Unclaimed Property Act does not include real estate.
FAQ Edvest: Do I have to Use My Account at Wisconsin College or University?
Wisconsin Saves Fun Tip: FREE Spring Break Fun for College Students!
The Wisconsin Office of the State Treasurer proudly teams up with WWBIC (Wisconsin’s Womens Business Initiative Corporation) for “Wisconsin Saves.” Each week, we will share with you a savings tip courtesy of WWBIC. This week, COLLEGE STUDENTS may not have the cash for a sunny beachfront Spring Break, but you can still have great fun…. for FREE!
If you’re a college student, you can take advantage of college or youth discounts at museums, movie theaters, and even while traveling! Often all you have to do is ask and show your college ID.
Money Matters: Credit Pros and Cons
The Office of the State Treasurer keeps an eye on Wisconsin’s money and we’d like to help you keep an eye on yours and so do our friends at www.practicalmoneyskills.com.
Credit cards offer many advantages. There is the convenience of being able to buy needed items now and the security of not having to carry cash. You also receive fraud protection and in some cases rewards for making purchases. Last week, we examined the terminology used with credit cards. Now, a look Credit Pros and Cons.
As with anything there are advantages and disadvantages to using credit cards. Your informed use of credit cards begins with understanding these.
Advantages
Immediate Access: Need a new set of tires? Credit can help with an expensive, unexpected emergency and give you the flexibility to pay it over time.
Security: Lose cash, and it’s gone. Lose a credit card, and it can be cancelled. Also, if you report a lost or stolen card promptly, you’re protected against its unauthorized use.
Record Keeping: Your credit card statement is an itemized list of your monthly expenditures, which can be helpful when it comes to budgeting.
Convenience: Credit cards are accepted at more places than checks, and they’re generally faster to use.
Bill Consolidation: Bills can be paid automatically via credit card, consolidating several payments into a single lump sum.
Rewards: Using a credit card with a rewards program may earn you benefits like free travel.
Disadvantages
The main disadvantage to credit card usage is its cost to you in interest and fees. Wise use of credit means understanding those costs and acting accordingly. Keep track of your spending to ensure that you can repay your credit card bill in full when it comes due each month.
Wisconsin Saves Fun Tip: New Years Resolution: Get Out of Debt!
The Wisconsin Office of the State Treasurer proudly teams up with WWBIC (Wisconsin’s Womens Business Initiative Corporation) for “Wisconsin Saves.” Each week, we will share with you a savings courtesy of WWBIC. This week, how to kick off the New Year with a cleaner fiscal house. We take at a look at how to GET OUT OF DEBT…..
Get Out of Debt
Getting out of debt is the #3 goal Savers select when they pledge to save. That does not come as a surprise since a 2012 survey showed that 45% of families with annual incomes under $50,000 rely on credit cards to pay for basic needs such as rent, utilities, insurance and food. Large consumer debts can also keep you from saving and building wealth.
The good news is that there is hope. With planning, discipline, patience, and maybe some outside help, almost anyone can reduce their debts and start to accumulate wealth.
Are you in Trouble?
If you answer “yes” to any of the following questions, then you probably need to get your debts under better control:
1.Can you only afford to make minimum payments on your credit cards?
2.Do you worry about finding the money to make monthly car payments?
3.Do you borrow money to pay off old debts?
4.Have you used a home equity loan to refinance credit card debts, then run up new revolving balances on your cards?
Treasurer’s Top 5: Iron County
This week, we travel to Iron 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)
Iron County
William and Frank Borawski
Marie Hakala
David Sepanski
Delford Shea
Edith Kulak
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Treasurer’s Top 5: Green County
This week, we travel to Green 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)
Green County
Kenneth E Hamilton
TL Farms
Shirtly A Bolton
Douglas L Knight
Janet Gochberg
Treasurer’s Top 5: Dodge County
This week, we travel to Dodge 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)
Dodge County
Paul L Klug
Kevin Wulff
Charlotte Messer
Doy L Jones
RE Phelon
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Helping People Find Their Cash While Having Some Fun
There are only 4 days left for the Wisconsin State Fair and the Winnebago County Fair. We have people working both fairs this year at the same time helping people claim their cash. We will be at the Dodge County Fair next week.
This is a big deal for us because we are an office of only 10 people. 5 of us spend our days working solely on claims. Each month, we are averaging nearly $3 million returned! That’s a lot of claims daily. When you add our outreach events such as the fair, we are doubling the amount of claims that come into the office.
But this is what we do and we are happy to be returning missing money to people. It’s a fun job! We have claims for more than $80,000 so far at the Wisconsin State Fair with one man claiming more than $20,000! What a surprise to come to the fair and eat a bunch of food on a stick and walk away with that much money!
And, we also get to have a little fun while at the fairs. Check out our album from the fair on our Facebook page. Our Communications Director took it upon himself to sample as much fried food on a stick that he could.
Our Booth at the Wisconsin State Fair 2012!
Related articles
- $50,000+ Claimed First 5 Days of Wisconsin State Fair, Adding Booth Winnebago County Fair (wistatetreasury.wordpress.com)
- 60 Foods on a Stick, $400 Million Dollars to Claim (wistatetreasury.wordpress.com)
- Who Doesn’t Love a Fair? (wistatetreasury.wordpress.com)
Money Matters: Are You Balancing Your Checkbook?
If you aren’t balancing your checkbook or even checking your bank statements, you might be missing fees that banks are charging. They are hoping you don’t balance or look over the statements. Now that most everything is online and many people opt out of paper statements, it’s harder to see if fees are penalties are being assessed to your account.
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FAQ: Why does each heir have to individually claim their share and can several heirs use one claim form that’s been photocopied?
Each heir must file a separate claim because The State of Wisconsin is obligated by law to distribute funds based on the intentions of the will or according to heirship. That means that we can’t pay one heir the whole amount and let them distribute the property among the other heirs.
However what you can do is submit supplemental forms (Transfer by Affidavit or a Release by Heir) and that will allow one heir to claim the entire amount and distribute the funds to the other heirs.
NOTE: This person, who accepts all of the funds, may be responsible for any income tax liability that may accrue on these funds.
Can several heirs use one claim form that’s been photocopied?
NO. Each individual heir needs their own Claim Form with a unique claim number.
Related articles
- FAQ: How do I request a claim form? (wistatetreasury.wordpress.com)
- FAQ: I sent my claim form in quite a while ago. Why haven’t I received anything yet? (wistatetreasury.wordpress.com)
- On the Road with $415 Million! (wistatetreasury.wordpress.com)
Trivia Time!
It’s Trivia Time! Submit your answers by 7pm today – a winner will be drawn from all the correct answers!
When making a claim, we accept old utility bills as a proof of residence.
a) True
b) False
You must answer by posting on our Facebook Wall – click here to go there!
Wisconsin State Treasury 
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