According to, 54% of Americans are expecting to get a tax refund this year.

Are you one of them?

Even though you and I know getting a refund is akin to loaning the government money interest-free, many of us look forward to getting a tax refund. It’s almost like found money.

Much like winning the lottery. Just with better odds.

With a looming tax deadline just around the corner (March 15th and April 18th), money and taxes are on the minds of many.

In fact, this past Monday I attended an expert symposium held at the Federal Reserve. Gathered together were folks from the private and public sector, and the social purpose field. Why? To share ideas about leveraging the tax season as a means to trigger behavioral changes with money for lower and middle income individuals and families (LMI).

It was totally fascinating! (And, I got to meet one of my faves – a pioneer in the behavioral finance space – the behavioral economist, Dan Ariely! Me=swooning!!)

But I believe the discussions about and the research targeting LMIs have broader implications and actually affects everyone. Hence, today’s request.

Can you go here and let me know what you plan to do with your tax refund?

-> Click here to take a quick survey

If you do, you will be helping to confirm or disprove some theories I have floating in my head about the behavioral similarities between tax refunds and lottery winnings. And, I’ll be ever so grateful for your input.

I can’t wait to read what you have planned for your financial boost, and to see if you’re one of the 34%, 33%, 26% or 3%.

Please click here to take the survey now :).


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