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Past Newsletters
Unwrap Holiday Savings & Surprises
As 2025 comes to a close, I’m grateful for the many ways we’ve been able to serve Iowans this year — from returning over $30 million through Great Iowa Treasure Hunt to helping families save for education with ISave 529™ and empowering even more people in the disability community to save for the future and spend in the present with IAble®.
Year end is the perfect time to pause, reflect and plan ahead. In this issue, you’ll find ways to wrap up your 2025 savings, check if your name is linked to unclaimed property and prepare for exciting IAble updates.
Thank you for working with the Treasurer’s Office — whether by searching for unclaimed property, saving for education, or learning about IAble. Here’s to a joyful holiday season and a bright start to 2026!
Pumpkins, Planning and Prosperity
Issued November 2025
As the leaves have changed, the clocks moved forward and we have settled into another beautiful Iowa autumn, my office continues working to help Iowans grow and protect their futures. Whether it’s saving for education, investing in your community or making sure unclaimed funds find their way home, fall is a perfect time to take stock and plan ahead. This season, we’re highlighting big news from IAble®, exciting investment opportunities through Invest in Iowa and ways to make education savings simpler with our ISave 529™ Winter Giveaway.
November 2025Newsletter
Does Your Dad Have Unclaimed Money?
Issued June 2025
I love this time of year. Why? Because I’m a baseball fan – St. Louis Cardinals, to be exact. If you’re a dedicated fan of any sports team, you can probably relate to the emotional rollercoaster of being said fan; celebrating their wins, but continuing your support through the trials.
The same could be said about many aspects of life – from raising children to starting or expanding a small business. In this newsletter, we talk about each of these, and more. Batter up!
Honoring Iowa's Past, Inspiring its Future
Issued March 2025
Did you know, Iowa has had just 26 State Treasurers since becoming a state in 1846? In this newsletter, Treasurer Smith dives into some history of Iowa's first Treasurer, Morgan Reno, the cashier's cage and the safe as we celebrate Iowa History Month. This quarter's newsletter also includes myths and facts of saving with ISave 529 and information about the latest IAble webinar.
Wait, there's more!
Issued December 2024
Is it just us, or did you blink and 2024 was nearly over? With how busy we’ve been at the Treasurer’s Office, time seems to fly by. Treasurer Smith starts the newsletter by recapping our big milestones for the year before sharing even more reasons to celebrate in 2024. This includes IAble’s exciting Investment Option announcement, ISave 529’s latest giveaway and more.
A Celebration of Updates and Changes!
Issued September 2024
Happy Fall! As the leaves begin their transformation, Treasurer Smith is reminded of how exciting it is to celebrate change. We’ve made several changes that are worth celebrating, from a fresh new plan name to expanded eligibility for small business loans and more. It’s all about growth and progress here, and he's thrilled to share these latest updates with you!
BIG Updates Result in Lower Fees and Higher Tax Deductions
Issued June 2024
With two bills backed by the Treasurer's Office being signed into law and other exciting updates, there’s a lot to celebrate and share in this newsletter! We hope you enjoy reading about reduced fees, an increase to the 2024 state tax deduction (again!) and expanded ways to use leftover 529 education savings. Plus, you might even find your name on our themed-list of people with unclaimed money!
It may be summer, but we’re not taking a break from keeping the money safe for Iowans – including your education savings, disability-related savings or lost money. Let the journey continue!
Financial Literacy is More Than Just Dollars and Cents
Issued March 2024
A favorite adage of Benjamin Franklin’s, “A penny saved is a penny earned,” reminds us of the importance of saving, suggesting that saving even a little, can benefit us in the future. As we head into Financial Literacy month and ABLE to Save month, there’s so much to learn about saving and spending our pennies wisely.
The Most Wonderful Time of the Year
Issued December 2023
It’s a tale as old as time – the days go by slow, but the years go by fast. As Treasurer Smith thinks about wrapping up his first year as Iowa’s State Treasurer, he can attest to its truth. This year has been full of moments the Treasurer won’t forget – reuniting an Iowan with $4.5 million, providing eight families (with two more coming up) a boost to their education savings through College Savings Iowa giveaways, announcing IAble reached $20 million in assets, meeting many of you at the Iowa State Fair… the list continues.
He cannot wait to see what we accomplish in 2024, and he is thankful to have you along this journey.
Record-Breaking Excitement!
Issued September 2023
It’s been an incredible summer at the State Treasurer's Office! With the largest ever Great Iowa Treasure Hunt return, in addition to discovering a Michael Jordan rookie card in our safekeeping, we haven’t been low on excitement around here! But we have so much more to celebrate: College Savings Month is here with a chance to win a $5,290 contribution, and National Disability Employment Awareness Month is just around the corner. Enjoy!
Making the Most of 2023
Issued June 2023
Can you believe it? We are halfway through the year! Life goes by fast, and that is no exaggeration. Whether you are pursuing financial freedom, searching for your lost funds, sending your child off to higher education or wanting to start a small business, Treasurer Smith hopes the tips in this newsletter help you make the most of the remainder of 2023.
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