Tam E. Perry

Relocation Remembered: Perspectives on Senior Transitions in the Living Environment

The experience of aging may necessitate transitions in living environments, either through adaptations to current residences or through relocations to more supportive environments. For over a half century, the study of these transitions has informed the work of researchers, health and mental health providers, policymakers, and municipal planners. In the 1970s and 80s, knowledge about these transitions advanced through Lawton and Nahemows ecological theory of competence and environmental press, Wisemans behavioral model of relocation decision making, and Litwak and Longinos developmental perspective on senior migrations. This article revisits influential theoretical frameworks that contribute to our understanding of senior transitions in living environments. These seminal works are shown to inform recent studies of relocation and gerontology. This article concludes with a call for a view on housing transitions that reflects the contemporary context.

Aging in Place vs. Relocation for Older Adults with Neurocognitive Disorder: Applications of Wiseman’s Behavioral Model

Some older adults are more vulnerable to housing concerns due to physical and cognitive challenges, including those with a neurocognitive disorder who need extensive support. Environmental gerontology frameworks, including Wiseman’s 1980 Behavioral Model of Elderly Migration, have informed scholarship on aging in place and relocation. Understanding Wiseman’s model, including considerations for working with families confronting a neurocognitive disorder, can help practitioners ensure that older clients live in settings that best meet their wants and needs.

Giving Back and Staying Put: Volunteering as a Stabilizing Force in Relocation

Relocation in older adulthood has been shown to have health-related and environmental triggering factors. This study explores the relationship between volunteering in a community and relocation. Using data from the 2008 and 2010 Health and Retirement Study, which included 9,220 community-dwelling older individuals who were aged 65 years and older, our findings show that volunteering significantly reduces the likelihood of relocating out of the area, and such a relationship is partially mediated by having friends nearby. This study is innovative because it identifies a stabilizing mechanism important for understanding protective factors, such as volunteering, as a way communities can retain older adults.

In the Best Interest of the (Adult) Child: Ideas About Kinship Care of Older Adults

This article uses a qualitative, ethnographic approach to examine the experiences of older adults and their kin, as the older adult engages in relocation. Studies looking at caregiving by kin for older adults highlight burdens for the adult child. This study offers a life course perspective on kinship care, analyzing older adults’ decisions to move. It was found that many older adults are strongly influenced by the desire to not be solely cared for by their kin, as well as to select housing near their existing social network, which might exclude kin. In conclusion, policy implications are discussed.

Applying Erikson’s Wisdom to Self-Management Practices of Older Adults Findings From Two Field Studies

According to Erik Erikson’s theory on the stages of human development, achieving wisdom later in life involves revisiting previous crises and renewing psychosocial accomplishments. However, few studies have used Erikson’s theory as a framework for examining how older adults self-manage physical and mental health changes that commonly occur later in life. This article presents findings from two qualitative studies that demonstrate how older adults apply wisdom in new domains. Specifically, it was found that older adults (1) reasserted autonomy by initiating creative problem solving and (2) applied skills gained from productive activities earlier in life to new health-related problems that arise later in life. These findings highlight the importance of engaging older adults to repurpose their life skills and thus reapply wisdom to new areas of their lives. Implications for practice are discussed.

Reworking the Template: The Financial Crisis and Housing Transitions of Older Americans

This chapter highlights the impact of the global financial crisis on older Americans who were planning to voluntarily relocate in its aftermath, illustrating how the instability of the world economy played out in the individual lives of older adults within different social, environmental, and economic contexts. Older Americans are “reworking the template,” or reassessing their approaches to analyzing their housing options. Drawing from an ethnographic study (January 2009–May 2012) of older Americans relocating (n = 81), this chapter shows the various ways this population addresses housing concerns including (1) reconfiguring relationships between sellers and buyers (2) rethinking home ownership (3) reconsidering moving and (4) redirecting resources. As the effects of the recession may be long-term and continue to influence actions of older Americans in particular ways, the chapter concludes with suggestions for professionals working with older Americans who are facing these concerns and decisions.

Conducting secondary analysis of qualitative data: Should we, can we, and how?:

While secondary data analysis of quantitative data has become commonplace and encouraged across disciplines, the practice of secondary data analysis with qualitative data has met more criticism and concerns regarding potential methodological and ethical problems. Though commentary about qualitative secondary data analysis has increased, little is known about the current state of qualitative secondary data analysis or how researchers are conducting secondary data analysis with qualitative data. This critical interpretive synthesis examined research articles (n = 71) published between 2006 and 2016 that involved qualitative secondary data analysis and assessed the context, purpose, and methodologies that were reported. Implications of findings are discussed, with particular focus on recommended guidelines and best practices of conducting qualitative secondary data analysis.

Moving as a family affair: Applying the SOC model to older adults and their kinship networks

ABSTRACT In cases where moves are voluntary, older adults may decide to move as a strategy to optimize their living experiences. Older adults may voluntarily move as a strategy to optimize their living experiences. We use the Baltes and Baltes (1990) model of selection, optimization with compensation (SOC) to understand the impact of moving on a family network. Extending the SOC model beyond individual analysis offers an innovative addition to the literature. Moving may serve to optimize one’s life by enriching one’s emotional and physical reserves, but relocation may also challenge the older adult and their kin with other demands and frustrations. While moving can be optimal in some ways, it is also important to consider how the act of moving may be exchanged for future emotional and instrumental support from spouses and kin. To complete this ethnographic project, the researcher conducted interviews, participant observation of the moving process (packing, garage sales, moving day, adjustment) and document review with older adults (n = 81), members of their kin network (n = 49) and supportive professionals (n = 46). This approach allowed for the possibility of tracking a network through the moving process, using formal interviews, participant observation and document review to find out if and how moving optimizes lives.

Assessing the Educational and Support Needs of Nursing Staff Serving Older Adults A Case Study of a Community Coalition/University Partnership

Given the expected changes in demography and dependent care ratios, communities are preparing for the needs of older populations. Sometimes, communities form coalitions to address health-care needs. This case study evaluates a coalition/university partnership formed to assess the educational and support needs of nursing staff who are taking care of older adults across all service settings in one geographically defined community. A 17-member community-based coalition contracted with researchers from an external university to determine the perceptions of three key stakeholder groups: older adults and their families, all levels of nursing staff, and agency administrators. By applying principles of Participatory Action Research (PAR), this case study presents the challenges faced in the community-based coalition/university research team partnership. This coalition/research partnership is unique, differing from most academic examples of PAR because nursing professionals initiated the partnership.

Intersections of Home, Health, and Social Engagement in Old Age: Formal Volunteering as a Protective Factor to Health After Relocation

This study aims to further our understanding of formal volunteering as a protective mechanism for health in the context of housing relocation and to explore race, gender, and education as moderators. A quasi-experimental design evaluated the effects of volunteering on older adults’ health (self-report health, number of instrumental activities of daily living [IADLs], and depressive symptoms) among individuals who relocated but did not volunteer at Time 1 (N = 682) in the Health and Retirement Study (2008–2010). Propensity score weighting examined health differences at Time 2 between 166 volunteers (treated) and 516 nonvolunteers (controlled). Interaction terms tested moderation. Individuals who moved and engaged in volunteering reported higher levels of self-rated health and fewer IADL difficulties compared to the control group. Race moderated the relationship between volunteering and depressive symptoms, while gender moderated the relationship between volunteering and self-assessed health. Formal volunteering protects different dimensions of health after relocation. Volunteering was particularly beneficial for females and older Whites.