SUCCESSFUL AGING FOR SLAVIC ELDERLY IMMIGRANTS AND REFUGEES IN SACRAMENTO COUNTY Ilona Timofey B.A., California State University, Sacramento 2009 PROJECT Submitted in partial satisfaction of the requirements for the degree of MASTER OF SOCIAL WORK at CALIFORNIA STATE UNIVERSITY, SACRAMENTO SPRING 2011 SUCCESSFUL AGING FOR SLAVIC ELDERLY IMMIGRANTS AND REFUGEES IN SACRAMENTO COUNTY A Project by Ilona Timofey Approved by: ___________________________, Committee Chair Francis Yuen, DSW ____________________________ Date ii Student: Ilona Timofey I certify that this student has met the requirements for format contained in the University format manual, and that this project is suitable for shelving in the Library and credit is to be awarded for the project. , Graduate Coordinator Teiahsha Bankhead, Ph.D., LCSW ________________ Date Division of Social Work iii Abstract of SUCCESSFUL AGING FOR SLAVIC ELDERLY IMMIGRANTS AND REFUGEES IN SACRAMENTO COUNTY by Ilona Timofey This study examined older Slavic immigrant’s perceptions of the characteristics and components of successful aging in America. Study data was collected through an interview survey of 17 over 60 years old Slavic immigrant elderly individuals who live in Sacramento County- in 2011. Findings indicated that successful aging involves family functioning, sense of security and stability, coping with changes, and religious freedom. Within these themes, subthemes of engaging with friends, helping others, acceptance, and maintaining a positive attitude emerged as important components of aging successfully. Implications for the design and delivery of programs for Slavic senior adults are discussed. _______________________, Committee Chair Francis Yuen, DSW _______________________ Date iv ACKNOWLEDGMENTS I am grateful for the support of my caring husband Aleksandr Timofey, his prayers, interest, and encouragement, and most of all his love and patience that have sustained me during this process. The countless prayers of my family, friends, and the endless support of my two mothers will not be forgotten as I celebrate the achievement of my graduate degree. I could not have finished this project without their support. I would also like to thank all of the Russian immigrants who participated in this project and shared their personal stories. I would also like to express my appreciation and respect to Professor Francis Yuen. I will always be grateful for his encouragement, support, and knowledge. Above all, God receives all the praise for the completion of this part of my journey. v TABLE OF CONTENTS Page Acknowledgments……………………………………………………………………………v Chapter 1. THE PROBLEM……………… …………………………………………………………1 Background of the Problem………………………………………………………...3 Statement of the Research Problem………………………………………………..7 Purpose of the Study………………………………………………………………...8 Research Question…………………………………………………………………...8 Definition of Terms………………………………………………………………… 8 Assumptions………………………………………………………………………….9 Justification………………………………………………………………………….10 Delimitation………………………………………………………………………....10 2. REVIEW OF THE LITERATURE…………………………………………………....12 Demographic Facts about Aging in America…………………………………….13 Definitions of Age…………………………………………………………………. 14 Conditions of Aging………………………………………………………………. 15 Measuring Successful Aging……………………………………………………….17 Slavic Elderly Immigrants and Refugees………………………………………….24 Psychological and Social Issues…………………………………………………....26 Intergenerational Issues and Family Caregiving………………………………… 27 vi Physical and Mental Health Status……………………………………………….. 29 Theoretical Framework…………………………………………………………… 31 Summary………………………………………………………………………….... 32 3. METHODOLOGY……………………………………………………………………... 34 Research Design……………………………………………………………………. 34 Variables……………………………………………………………………………. 34 Participants……………………………………………………………………….…..36 Instrumentation……………………………………………………………………. ..36 Data Gathering Procedures………………………………………………………....37 Protection of Human Subjects…………………………………………………….. 38 Data Analysis………………………………………………………………………. 39 4. DATA ANALYSIS AND STUDY FINDINGS…………………………………….... 40 Descriptive Findings of Socio-demographic Variables………………………… .40 Specific Findings……………………………………………………………………. 41 Themes of Successful Aging………………………………………………………..44 Family Functioning…………………………………………………………………. 44 Security and Stability………………………………………………………………...45 Coping with Changes………………………………………………………………...46 Religious Freedom………………………………………………………………….. 46 Unique Findings……………………………………………………………………...47 Summary……………………………………………………………………………...47 vii 5. CONCLUSIONS....................................................................................................... 49 Conclusions………………………………………………………………………… 49 Implications…………………………………………………………………………..51 Limitations………………………………………………………………………….. 52 Recommendations…………………………………………………………………...52 Appendix A. Informed Consent Form…………………………………………………55 Appendix B. Successful Aging Questionnaire …………………………………………...58 Appendix C. Interview Guide……………………………………………………………….62 References…………………………………………………………………………………….64 viii 1 Chapter 1 THE PROBLEM All human beings share the common experience of growing older. Some confront the reality of growing old by denial and some by holding to characteristics and behaviors considered youthful. Others accept the aging process, with its inevitable changes. Regardless of our feelings, whether we are 19 or 90, we continue to age as time passes. This process begins at the moment of conception and continues until death. It is usually a gradual process, hardly noticed by close associates. Aging has many aspects but there are three major categories: biological, psychological, and social. Biological aging refers to progressive anatomical and physiological changes that take place in cells, organs, and systems of the body over time (Neuhaus & Neuhaus, 1992). Psychological aging refers to age-related changes in behavior that reflect the person’s level of maturity and ability to adapt and cope successfully with the stresses in life. Attitudes toward new experiences, flexibility regarding change, and curiosity about experiences are some attributes that contribute to the impression of a person’s psychological age. According to Neuhaus and Neuhaus (1992) psychological age is measured in terms of how a person responds to life. They note that the psychologically young expect to continue to feel and experience life in a vital manner. Social aging refers to age-related change in an individual or group resulting from defined roles or other social forces. The factor that makes aging most difficult in human society arises from social aging because of the role that society imposes on people as they 2 reach a particular chronological point in life. Research shows that mainly the mental and attitudinal changes in “old” people are not the result of biological effects but of roleplaying (Neuhaus & Neuhaus, 1992). Erik Erikson is one of the first psychologists to concentrate on the later stages of human development. Erikson formulated eight stages of ego development, from infancy to old age; each stage represents a choice or a crisis for the expending ego (McPherson, 1983). Since the concern is with old age, this paper will discuss only the last two stages in Erikson’s scheme, even though each involves the issues and builds on the strengths of the earlier states. The seventh stage of life, which Erikson sees as occurring in later maturity, is the probably the longest stage of life. The struggle is between a sense of “generativity and the sense of stagnation”. Generativity is an essential stage in psychosexual and psychosocial development. When adults fail to accomplish this stage, they reflect a need for “pseudointimacy,” often in atmosphere of stagnation. Individuals then seem to become selfindulgent, and as Erikson notes, physical and emotional invalids. Erikson believes that only when someone has adapted to the successes and disappointments of the preceding stages can experience the fruition of the final stage of development (Neuhaus & Neuhaus, 1992; McPherson, 1983; Friedrich, 2001). According to Erikson’s psychological theory of life span development, the life stage age 60 and older was indicated as the final stage out of eight, and the crisis involved late life is described as “integrity versus despair” (Neuhaus & Neuhaus, 1992, p.11). Erikson believed that the crucial task during this stage is to evaluate one’s life and 3 accomplishments and affirm life as having been and continuing to be meaningful and purposeful with the psychosocial issue of growing old with integrity in the face of death (Friedrich, 2001). In Erikson’s life cycle theory, integrating was emphasized as a very significant process for an individual at the last stage, and it was believed that the more successfully a person has achieved a sense of integrity with wisdom, the more appreciative and satisfied the person is with his past, present, and future (Neuhaus & Neuhaus, 1992). Baltes and Baltes (1990, as cited in Friedrich, 2001, p. 152) in their work with personality development and aging claim that “achieving generativity and wisdom, becomes the yardstick for successful aging.” Other general yardsticks for successful aging in later adulthood, based on Baltes and Baltes, include stability of physical functioning and avoidance of chronic disabilities, stability of psychological well-being and avoidance of mental illness, continued social networking, and development of new relationships. This research will focus on successful aging among Slavic elderly immigrants, Russian-speaking immigrant elders who have been through peculiar life experiences, especially a lot of changes in external environment as immigrants in the United States. Background of the Problem Slavic immigrant elderly. A tremendously increasing group of people over 65 sees coming to the twenty-first century as one of its greatest challenges (Ron, 2007). In 1994, one in eight Americans was 65 years of age or older (Friedrich, 2001). In 2030, one in five will be in that age group. A significant increase in the number of those 65 years of age and older will occur during 2010-2010, as the baby boomers will be entering the 4 elderly category (Friedrich, 2001). As the older population has increased in the United States, in recent years another obvious phenomenon took place, immigration. Immigrants from the former Soviet Union were among the largest groups to settle in the United States during the 1990s (Hoffman et al., 2006). Recent Slavic immigrants to the United States differ in several ways from earlier waves of immigrants leaving the former Soviet Union. Prior to the 1970s, many immigrants from the former Soviet Union to the United States, and all immigrants to Israel, were Jewish immigrants seeking freedom from religious prosecution and human rights violations (Flaherty et al., 1988 as cited in Hoffman et al., 2006). In the 1970s, immigration patters shifted to favor US immigration, as religious observation declined and immigrants saw greater economic and occupational opportunities in the United States. During the 1980s, Russian emigration declined, but resumed following the end of the Cold War and collapse of the Soviet Union. Since the 1990s, most Russian-speaking immigrants to the United States have been Christians seeking economic and occupational opportunities (Hoffman et al., 2006). Life of Slavic immigrant elderly. Immigration demands that people acculturate and adjust to many changes: in environment, in new culture and a new language. Through the process of acculturating and adjusting to the changes, most people, especially those who immigrate as adults are expected to deal with a tremendous amount of stress. Many immigrants struggle with social isolation, lowered social status, financial problems, a language barrier, and cultural differences. Within this group, elderly immigrants have the combined talk of two major sources of stress: aging and immigration (Casado & Leung, 2001). 5 In a study to measure the English Acculturation Stress and its relationship with psychological and physical health status in a sample of elderly Russian immigrants, researchers have concluded that indeed, language problem is a risk factor of alienation and distress among immigrants (Tran, Sung, & Huyng-Hohnbaum, 2008). Research has shown that lacking English communication skills has been found to relate to distress during the acculturation process (Aroian & Norris, 2002; Tran, 1990; Mutchler & Brailler, 1999, as cited in Tran, Sung, & Huyung-Hohnbaum, 2008). Previous studies have confirmed the negative correlation between English proficiency and depression among the elderly Russian immigrant population. Some stressors faced by elderly Russian immigrants range from basic issues of not being able to communicate with strangers to more serious concerns, such as access to necessary health care (Kropf, Nackerud, & Gorokhovski, 1999 as cited in Tran, Sung, & Huyung-Hohnbaum, 2008). A study on older women from the former Soviet Union also found that English proficiency was significantly related to lower acculturative stress and stronger resilience (Miller & Chandler, 2002 as cited in Tran, Sung, & Huyung-Hohnbaum, 2008). Acculturation to American society is marked by linguistic, economic and social factors. Linguistic acculturation posits that new immigrants will become more and more accustomed to hearing and using the language of their new residence. For immigrants to the United States, learning English would be functional in getting access to needed services and for day-to-day living needs. While the majority of new immigrants have relatives, friends or others to help them translate, it is assumed that immigrants have become fully adjusted to the new country when they can communicate in the new 6 language. Learning the new language has enormous implications for personal growth as it allows immigrants and refugees to receive and process information that has impact on their quality of life. Slavic cultural background. In Slavic culture, the family is the center for a person, and family harmony is emphasized. Therefore, if a person is in emotional and substantial need, he seeks help within his family. If a family is in trouble for any reason, the family issues usually are first dealt within the family boundaries. For Slavic immigrant older adults, the concept of filial piety and its value are very significant in their lives, and the relationship between parents and children is always considered as a major factor of a successful life and life satisfaction. The emigration policy of the former Soviet Union considered the unit of emigration to be the family rather than the individual, and Brod and Hurtin-Roberts (1992 as cited in Leipzig, 2006) point out that the older Russian-speaking immigrants left for the sake of the children rather than a personal commitment or desire to emigrate. In the Slavic culture, the importance of blood ties and purity of bloodline is emphasized. Thus, even though mixed ethnicity marriages are growing among Slavic Americans, some Russian-speaking elders may consider the mixed ethnicity marriages as a distinct break from tradition and be reluctant to accept it. In regards to health beliefs, it is not surprising to meet Slavic elders who prefer home remedies and acupuncture, and show a negative attitude toward mental illness, even depression or anxiety. The general negative attitudes regarding mental health services makes make them hesitant to seek services. Mental health and psychotherapy is a foreign concept to many immigrants. Because of their lack of familiarity with mental health 7 concepts, many immigrants tend to harbor numerous misconceptions about psychotherapy and counseling, in general. Leipzig (2006) points out that there is a stigma associated with psychotherapy that Russian-speaking clients have, and that she believes stems from the cultural belief that only “crazy” people need psychological help and the cultural norm against sharing private matters with outsiders. Consequently, most minority individuals are likely to approach counseling with a great deal of suspicion and resistance. Therefore, Leipzig feels it is necessary to explain to them that a therapist also works with normal healthy people who are simply experiencing adjustment difficulties. Statement of the Research Problem The limited studies on Russian-speaking immigrants have paid attention to more general Slavic Americans than older Slavic immigrants. The areas of studies and research have included Slavic immigrant history, demographics, economic and health status, acculturation, and the immigrant family. Most of the studies have a tendency to be done on the populations living in metropolitan areas like New York, Oregon, Los Angeles, and San Francisco. At this point, what should be noticed are the immigrant elders living in other areas of the metropolitan cities. Such immigrant communities are more likely to be disadvantaged especially in getting involved in social activities provided in their own culture and language. Such limited social environments, especially cultural based environments, can cause minority elderly to feel isolated and lonely. Sacramento, as the capital of the state of California, is an area in which Slavic populations are rapidly growing. In 2002, Time Magazine identified Sacramento as the most racially/ethnically integrated major city in America (Lim, 2008). Sacramento is 8 home to over 200,000 immigrants from the former Soviet Union. Despite the growth in numbers of Slavs, however, the services and activities for Russian-speaking elders are still relatively very limited compared to other metropolitan areas such as San Francisco and Los Angeles. Purpose of the Study The primary purpose for this study is to understand the perceptions older Slavic immigrants have on aging successfully in America and the development of their definition on what successful aging is. The second purpose of this study is to suggest implications for social services in Sacramento that are both cultural competent and meets the needs of the Slavic elderly community. Research Question This study was designed to investigate the following question: How do Slavic immigrants and refugees define successful aging in America and what factors contribute to its success. Definition of Terms Successful Aging. In the areas of gerontology and medicine, the issue of how people age successfully has been studied since 1980s. The concept of aging successfully is based on psychosocial theory and its key points are how to minimize the potential debilitating effects of physical and mental decline and how to maintain physical and mental health as long as possible. Baltes, Rowe and Kahn are first of many leading lifespan developmentalists and gerontologists to promote successful aging. Components of successful aging, according to Rowe and Kahn, are defined by these conditions: low 9 risk of disease and disease-related disability, high mental and physical function, and active management with life (Friedrich, 2001). Additional to Rowe and Kahn’s definition, Baltes and Baltes (1990 as cited in Friedrick, 2001) also suggested multiple criteria in defining successful aging. They identified the following criteria: length of life, biological health, mental health, cognitive efficacy, social competence and productivity, personal control, and life satisfaction. These criteria, with additional ones of financial and spiritual health, are used to assess normal and pathological aging, as well as successful aging. Assumptions The Slavic immigrant elderly in Sacramento County may have their own sociodemographic characteristics according to not only their own immigrant background and family history in micro and macro levels, but also their environments in the macro level. Their socio-demographic characteristics and the external environment may influence their daily routine and activities, their attitude toward their present life situation and life stage, their mental health, their degree of personal self-regard, their perceived physical health, their financial situation and their social relationships and contacts. It is assumed in this study that the natural course of aging is a viable healthy process of life and does not itself debilitate an individual. It is also assumed that Slavic immigrant elderly may want to have a better physical and mental health condition, but have strong supports from both personal and social relationships and believe it is easier to grow old in America than in their home countries. 10 Justification Human well-being is the primary mission of the social work profession. Viewing the historical feature of social work, not only individual well-being in a social context but also the well-being of society has been the focus of the social work profession (NASW, 1999). The issues such as social justice and social change are emphasized as one of the ultimate goals of the social work profession. Interest in cultural and ethnic diversity and the importance of this awareness have also been addressed in today’s social work profession (1999). With this demand to be aware of cultural and ethnic diversity, social workers are prompted to understand culture and its function in human behavior and society and have knowledge base of the client’s culture, its uniqueness and differences. This study would be applicable to the profession of social work in terms of the cultural competence and social diversity. The results of this project will assist social service providers in recognizing and responding to the needs of Slavic elderly immigrants. It will help in the development of policies and programs to establish and support immigrantfriendly communities that will then make services available and accessible so they may continue to age successfully. This study will benefit the social work profession by providing understanding and insight of the needs and abilities of this growing portion of our population, the Slavic elderly cohort. Delimitation This project is meant to explore the perceptions older Slavic immigrants have on aging successfully in America and the development of their definition on what successful aging is. This research is focused on examining the level of aging successfully among 11 only Slavic immigrants in a single group who live in the area of Sacramento whose Slavic immigrant elders have never been studied before. The data is limited to what the participants chose to report and the participants’ interpretation of the individual questions. 12 Chapter 2 REVIEW OF THE LITERATURE A review of the literature on successful aging from the view of the elderly reveals a lack of available literature on the subject from the view of Slavic elderly immigrants themselves. Though the concepts of successful aging is not new, only after the dramatic increase in the interest of boomer cohort in the 1990s and the beginning of this new millennium has the field of Social Work begun to explore the group’s importance and impact on the community at large. Recently, the literature began to give attention to the long-lived population. This research looks further at the growing population with an emphasis on the Slavic elderly immigrants and refugees. In reviewing the literature regarding successful aging from the view of the elderly, several principal themes or subject areas were identified as related to the elderly people’s reasons for successful aging. This literature review is organized into sections that address the different areas identified. Given the innovation of this subject, it seems fitting that the chosen themes are of an introductory nature. Keeping in step with the forerunners of this area of study, Rowe and Kahn (1998), Baltes and Baltes (1990), and other contributors, this review highlights the principal themes mentioned in addition to presenting any new aspect of knowledge about the Slavic elderly community in Sacramento. 13 Demographic Facts about Aging in America Around the world, the population is aging. In 2006, almost 500 million people worldwide were 65 and greater, and this is expected to top one billion by 2030 (Weir, Meisner, & Baker, 2010). This is equivalent to one in every eight of the earth’s inhabitants (US Department of State, 2007 as cited in Weir, Meisner, & Baker, 2010). Potential consequences of an aging population are felt in almost every sector of society: healthcare, economics, education, and at the workplace. For the average person, aging is an inevitable part of life; however, as it pertains to later life, it has been documented that not every older adult ages at the same rate, or to the same extent (Freedman, Martin, & Schoeni, 2002 as cited in Weir, Meisner, & Baker, 2010; Duay & Brian 2007). In actuality, some older adults do not follow the typical aging profile at all. The oldest-old, defined as those 85 years of age and older, is the fastest growing segment of the senior citizen population. Since, 1965, the oldest-old group, representing once percent of the total population, has doubled, and has grown 40% since 1980 (Friedrich, 2001). The number of centenarians (those 100 years of age or older) doubled during the 1980s as well. Three major demographic trends are primarily responsible for the growing number of older adults and changing characteristics of the older population. These include a decline in fertility, an increase in longevity, and the aging of the baby-boom generation. Numerous types of aging exist. It is timely to address those here. Two types of aging are presented; the first deals with definitions of aging, while the latter focuses on conditions of aging. 14 Definitions of Age Chronological age. Chronological age refers to time, in number of years, for a person since birth. Researchers sometimes make this definition even more general by the use of terms like levels, periods, phases, or stages. Chronological age is a rather simple unit of measure of development that does not directly cause any condition or behavior. Physical or biological age. Biological aging is the natural aging process and inevitable changes to all aging people. Biological aging refers to the physical changes occurring in vital organ structures and function capacities such as those associated with the cardiovascular, nervous, and pulmonary systems (Friedrich, 2001). According to Friedrich, the younger one’s physical age, the better the biological quality of life, as well as length of life. The researchers also claim that one’s physical or biological age is not necessarily highly correlated with his or her chronological age. It is common to witness individuals of the same chronological age, especially in older adulthood, who differ greatly in terms of physical age. Many physical changes evolve with age that is not disease, but normal losses of function. Even though physical change associated with aging is a common and natural aging process, the degree and speed of physical changes and the impacts of those changes differ by individuals. Psychological age. Age brings not only physical changes but also psychological changes which occur in cognitive and emotional functioning among elders. Through psychological changes, people experience some changes in their personality and cognitive functioning (Richardson & Barusch, 2006), and such changes were well explained by Carl Jung. Carl Jung stated psychological development with two stages: the 15 pre-forty stage and the post-forty stage (2006). In the pre-forty stage, people face a lot of demands from outside forces. They have responsibilities for family and career, and struggle to expand and maintain their social networks. Jung described the post-forty stage as associated with a reassessment of the previous stage as people tend to reflect on their lives to find meaning and purpose as they confront biological changes. According to Jung, in this stage, people may recognize different points of view toward their lives or outer world that they have not experienced or noticed in the past, and become more individuated, more integrated, and more aware of their own personalities. Often this bring people at this stage some changes in personalities and behaviors. Conditions of Aging Normal Aging. According to Baltes and Baltes (1990) as cited in Smayer and Qualls (1999), normal aging refers to aging without biological or mental pathology. Baltes and Baltes’s definition further suggests that normal aging does not include manifest illness. In Atchley’s definition, the term normal aging refers to usual, commonly encountered patters of human aging (1999). Atchley believes that because there is a sociocultural overlay that interacts with physical and mental aging, normal aging can be expected to differ from culture to culture. McLaughlin et al., (2010) assert that a valid concept of normal aging must portray a general picture of aging that represents accurately the experience of aging for a large majority of people within a specific culture. For example, normal aging in in the United States in the late 1980s implies no disabling chronic or acute disease. Normally aging people are independent adults with persistent self-concepts and identities. They can successfully meet their needs for income, housing, 16 health care, nutrition, clothing, transportation, and recreation. They lead active, satisfying, and purposeful lives that involve adequate networks of long-standing social relationships (2010). Pathological aging. Pathological aging is an expression of either acute or chronic disease in which normal aging patterns are not followed. Usually with pathological aging, there is more rapid deterioration of certain structures and capabilities and more rapid deterioration of the person in general (Smayer & Qualls, 1999). Researchers conclude that pathological aging can occur at any stage of the lifespan (1999). Successful aging. Like normal and pathological aging, successful aging is a concept or generalization. Successful aging refers to characteristics of aging individuals, who live long, productive, and satisfactory lives (Bowling, 2007; Litwin, 2005; Ron, 2007). While pathological aging can certainly reduce life expectancy, such abnormal physical aging should limit a person from having a productive, satisfying life. Some professionals have used optimal aging or exceptional aging instead of successful aging in articulating the realities of maximizing one’s potentials, especially during older adulthood (Phillipson, 1998). Researchers share that few individuals fit into any of the three aging conditions-normal, pathological, and successful (1998). As we age, it is likely that we will exhibit all three aging conditions in one or more capabilities. Perhaps the objective is to minimize pathological aging and maximize successful aging in those capabilities we have most direct control over. 17 Measuring Successful Aging Research on aging has demonstrated that many individuals can age successfully, and that this “success” is realized in different ways by different individuals (Bowling, 2007; Depp & Jeste, 2006; Rowe & Kahn, 1998; Strawbridge, Wallhagen, & Cohen, 2002). In a review of the literature on successful aging, Depp and Jeste (2006) found 28 studies with 29 different definitions of successful aging, including both objective ratings based on criteria determined by the researchers and subjective assessments by older adults themselves. Today, most of the major perspectives on successful aging assume a multidimensional measurement approach. However, the perspectives differ in the extent to which they define successful aging as an objective, measurable state of being or portray it in more subjective terms (Duay & Bryan, 2006). To date, successful aging has been characterized as either 1) an objective assessment of an individual’s status on biopychosocial factors compared with peers or 2) as an older adult’s subjective assessment of how they are aging (Ferri & Pruchno, 2009). Objective measurement of successful aging is based primarily on Rowe and Kahn model (1998), which emphasizes the difference between usual aging and successful aging. Rowe and Kahn define successful aging in terms of three components: (a) low probability of disease and disease-related disability; (b) high cognitive and physical functional capacity; (c) and active engagement with life (1998). For Rowe and Kahn, successful aging is more than the absence of disease or the maintenance of functional capabilities. These two components must be combined with active engagement in interpersonal relationships and productive work for the construct to be represented fully. 18 Based on the largest study of 1988, the MacArthur study of successful aging recognizes individuals who are in the top 33rd percentile across all there domains are considered aging successfully. The MacArthur study of successful aging included 1,189 adults aged 70 to 79 years in the Established Populations for Epidemiologic Studies of the Elderly (EPESE) studies who were in the top third on various measures of physical and mental function (Rowe & Kahn, 1998). In follow-up studies over eight years, participants with higher mental function were more likely to retain good physical function. Frequency of emotional support from others was also a strong predictor of maintaining physical functioning over time. In this sample of successful agers, nearly 25% improved their functioning over time, challenging the notion of aging as a course of physical and mental decline (Rowe & Kahn, 1998). Although objective models of successful aging are important, researchers suggest that the concept is more usefully defined with broader, more subjective criteria. Guse and Masesar (1999) as cited in Duay and Bryan (2006) point out that the physical and functional components of Rowe and Kahn’s model disqualify disabled elderly from achieving a classification of successfully aged. Other criticisms of the model include its narrowness given the high prevalence of chronic disease in older age, neglect of life course dynamics and of other routes to successful aging, failure to address adaptation to, and management of, disease, neglect of those who are incapacitated or socially marginalized, and who cannot age successfully by the criteria used (Crowtheret al., 2002; Holstein & Minkler, 2003 as cited in Bowling, 2007). Masoro (2001) as cited in Bowling 19 (2007) also commented that reaching a disease and disability-free advanced old age was realistic only for the few. To support their notion, Guse and Masesar interviewed residents of a long-term care facility concerning their perceptions of aging successfully. Residents identified a number of themes including being friendly, having a sense of humor, helping others, adapting to changes, and having fun whenever possible (Duay & Bryan, 2006). Similarly, in another study, community dwelling middle-aged and older adults defined positive functioning in terms of accepting change, helping others, enjoying life, and having a sense of humor (Ryff, 1989). In yet another study, Fisher (1995) interviewed elderly participants in a foster grandparent program and identified several features of successful aging such as interactions with others, a sense of purpose, self-acceptance, and autonomy. A third major perspective on successful aging is Baltes and Baltes (1990) model of selective optimization with compensation. According to this model, people become more selective in choosing activities and interests as they grow older. Although they become more selective, they seek to maximize their chances of achieving desirable outcomes or goals within their selected domains (optimization). Whenever a strategy or means for achieving success is no longer available (e.g.,hearing loss), individuals compensate by using other physical, psychological, or technological strategies (e.g., learning new skills, acquiring a hearing aid, etc.). Thus, although a person may suffer from a reduction in physical or functional capacity, they may be able to adapt effectively to their situation through the process of selection, optimization, and compensation (Duay & Bryan, 2006; Friedrich, 2001). 20 Several very recent studies suggest that aspects from all three of the main perspectives are useful in defining successful aging. For example, Tate, Lah, and Cuddy (2003) surveyed 1,821 males over the age of 65 on their definition of successful aging. Health was the most frequent response theme with 30% of participants describing health-related issues. Other important themes included a satisfying lifestyle (28.4%), keeping active in general (20.5%), keeping active physically (19.6%), maintaining a positive attitude (18.8%), having close relationships (18.5%), maintaining independence (16.7%), keeping active mentally (12%), and accepting growing old (10.4%). Two smaller studies produced similar results. Duay and Bryan (2006) asked 18 older adults to describe successful aging. The respondents mentioned engaging with others; coping with change; and maintaining physical, mental, and financial health. In another small study, Fisher (1992) asked19 senior center participants in the age group of 62 to 85 years to explain what successful aging meant to them. The older adults described successful aging in terms of health, happiness, learning new things, staying active, close personal relationships, having a positive outlook, and overall quality of life. In an exploratory study to understand how older adults define successful aging and to examine relationships between physical health, functional ability, well-being, and subjective assessment of successful aging, Ferri and Pruchnno (2009) surveyed fiftythree community dwelling adults, ages 60 and older. For the open-ended question, “How would you define the term Successful Aging?” 74% of participants wrote responses. The most frequently generated response was in the activity/exercise category, with 56% of responses including this in the definition. Forty-six percent of responses mentioned 21 physical health in the definition, 41% mentioned social relationships, and 33% mentioned psychological/cognitive health. Twenty-three percent of responses mentioned independence, 15% mentioned good daily habits like diet and sleep, and 13% financial security (2009). Litwin (2005) who looked at a diverse sample of 3,403 Israelis found that successful aging was generally indicated by life satisfaction. However, while health status was a significant predictor of successful aging among Jewish, Arab, and immigrant participants, there was considerable variation in other predictors. Thus, the correlates of successful aging were in part universal and in part population specific. Gender and Successful Aging. In a study on the elderly, it is very important to look at gender differences among the older populations. As addressed before, the number of people over age 65 is expected to double to 71.5 million by the year 2010 (USDCESA, 2004 as cited in Rossen, 2006), and women over age 65 are the fastest growing segment of the population. In fact, in 2003 older women outnumbered older men by 140 to 100 (Administration on Aging, 2005). Older adults experience many life transitions or changes in life situations, such as loss of spouse, or relocation to a new place of living, that result in new life patterns and perhaps even changes in well-being. According to a report on Older Americans 2000, older women are less likely than older men to be currently married and are more likely to live alone. In 1998, about 41 percent of older women were living alone, compared with 17 percent of older men. In addition, the financial status among female elders was lower than older men. 22 Despite these statistics, in 50% of the longitudinal studies reviewed in metaanalysis by Depp and Jeste (2006), women experienced higher levels of successful aging than men, whereas only one longitudinal study found that men had higher levels of successful aging ( Ford et al., 2000 as cited in Pruchno, et al., 2010 ). Rossen, Knafl, and Flood’s (2006) study is one of the few aimed at studying older women’s perception on aging. Thirty-one urban, English- speaking, women between the ages of 61 and 90, participated in the study. The majority of the women in the study were widowed, and had a very low income. The women on average rated their health as good, and reported that they were somewhat satisfied with their health. As with many older Americans, most of the women reported more than one medical condition, the most common being arthritis, hypertension, and cardiovascular disease. Most of the women described themselves as aging successfully, revealing three major themes as components to their success: acceptance, engagement, and comportment (2006). Spirituality and Successful Aging. Definitions of successful aging have predominantly focused on a state of optimal being, in relation to high levels of physical, psychological and social health and functioning (Rowe & Kahn, 1998 as cited in Sadler & Biggs, 2006), largely ignoring spirituality as a key dimension. Spirituality refers to the most animating or vital issues of life, providing a sense of purpose and meaning in life. Spiritual experiences offer an awareness of inner peace, harmony, hopefulness, and compassion for others (Lawler-Row & Elliott, 2009). 23 According to Crowther et al., (2002) religion and medicine have been closely linked, but not until the end of the 20th century, that science has seriously began to study the relation between measures of religion, spirituality, health and aging. Due to the growing recognition that religious and spiritual beliefs are being practiced more among the American population, professional organizations are increasingly calling for better integration of religious and spiritual issues in assessment and treatment (2002). Religious or spiritual involvements in old age bring older people not only positive effects on functional ability, health, and life satisfaction, but also positive influences on life style, marriage, and social support (Ardelt, 2003). Several researchers have found that religious activity, particularly when it occurs in the setting of community such as involvement in religious worship services, and related voluntary activity is associated with longer life span (Glass, Mendes de Leon, Marottoli, & Berkman, 1999; Hummer, Rogers, Nam & Ellison, 1999; Oman & Reed, 1998 as cited in Crowther et al., 2002). Additionally, several studies have shown a positive association between religious involvement and better adaptation to medical illness (Sadler & Biggs, 2006). Religious activity has also been associated with better compliance with antihypertensive therapy (Koenig, George, Cohen, et al., 1998 as cited in Crowther et al., 2002). Koenig et al., (2002) believes that religiously committed persons are less likely to engage in health behaviors like cigarette smoking and excessive alcohol use. In this way, religion may help to prevent the negative health consequences that follow these unhealthy behaviors. On the other hand, these persons are often involved in close family 24 systems and supportive communities, which may have effects on health through other explanatory mechanisms. A positive association between religious involvement and mental health has been found in many studies. Koenig, George, and Peterson, found that level of religious commitment predicts speed of recovery from depression (1998 as cited in Crowther et al., 2002). Nearly 850 studies have now examined the relation between religious involvement and some indicator of mental health. Many of the studies have been conducted in medically ill patients or older persons suffering with chronic disability. The vast majority of such studies do indeed find that religious involvement is associated with greater wellbeing and life satisfaction, greater purpose and meaning in life, greater hope and optimism, less anxiety and depression, more stable marriages and lower rates of substance abuse (Koenig, McCullough, & Larson, 2000 as cited in Crowther et al., 2002). Slavic Elderly Immigrants and Refugees Migration history. Most Russian immigrants came to the United States during one of four waves. The first group, made up primarily of Jews from the outlying territories of the Russian Empire, came to the U.S. in the late nineteenth century as a result of anti-Semitism and persecution during the Czarist period. The second wave came to the United States in the years following the twin upheavals of World War I and the Bolshevik Revolution that overthrew the Czar and resulted in the creation of the Soviet Union. The third wave immigrated following the devastation of World War II. Finally, the fourth wave began after the Soviet government loosened emigration restrictions during the mid-1980s. The collapse of the Soviet Union and the resulting social and 25 economic dislocation accelerated emigration from the former Soviet Republics (Springfield, 2009). There are several reasons why these large numbers of Russian-speaking immigrants are coming to the United States. As a result of the 1989 dissolution, large number of Jews and Christians left the Former Soviet Union due to religious discrimination. Other emigrants left seeking improved social and economic conditions. Soviet Jewish emigration in particular has exceeded a million people and most immigrated to the United States and Israel. More than 460,000 were estimated to have immigrated from the Former Soviet Union to the United States between 1991 and 2000. In 1999 alone, combined immigration from Russia and Ukraine ranked 5th among countries from which legal immigrants were admitted to the United States, and throughout the 1990s they constituted the largest group accepted with refugee status (Miller & Gross, 2004). According to Brod and Heurtin-Roberts (1992), 20% of refugees and immigrants from the Former Soviet Union are over 65, which makes them one of the oldest groups of immigrants in this country (as cited in Fitzpatrick & Freed, 2000). Out of 23,300 resettled immigrants arriving between 1979 and 1989, 58.9 percent were aged 61– 71 years,31.2 percent were aged 71–80, and 10 percent were 81 years and over (HIAS, 1991 as cited in Fitzpatrick & Freed, 2000). The primary motivation for older Jewish Russians to migrate to America is based on the expectations of their adult children that they join them (Althausen, 1993). However, upon relocation to the USA, the relationship between the two generations 26 changes because the elderly parents are now overly dependent upon the adult children and roles are reversed. This often contributes to intergenerational conflicts, physical illness and disabilities among the aged (Fitzpatrick & Freed, 2000). Psychological and Social Issues Family values. Russian political and economic system has a history of placing a strong emphasis on parental authority and power (Althausen, 1993). As a result, there remain well-defined roles within a strong family tradition of exchange between adult children and their elderly parents, in which exchange of good and services is usually a two-way interaction (Fitzpatrick & Freed, 2000). In return for grand-parenting assistance and financial contributions, adult children are expected to provide extended care for their aging parents. However, when the elderly leave their homeland, they suffer significant losses associated with their authority in their family and their professional status, and upon arrival in the USA they experience cultural and language barriers and reduced authority, status and roles. These losses as well as any health-related illnesses often force their adult children to assume a greater position of responsibility for their parents. This in turn contributes to emotional and physical stresses for the adult children, due to their own unresolved issues of separation and role changes. Althausen (1993) identifies that in this country the elderly Slavic experience can be best understood in terms of separation and individuation struggle between the elderly and their adult children. Oddly enough, in the USA the family unit is viewed as two separate families, and the goal of most resettlement agencies is to eventually separate the generations into their own households (Althausen, 1993; Fitzpatrick &Freed, 2000; 27 Resick, 2008). In contrast, in the Former Soviet Union the entire family system lived under one roof. Establishing two separate households is experienced ambivalently, especially by the elderly, because is it usually the first time older family members are separated from their children. This increases their sense of isolation and loneliness in a foreign country and may cause problems in separation and individuation for both the elderly and their adult children. Even when they do not live apart, the issue becomes one in which the extreme dependency of the aged person upon their children occurs at a time when their children are struggling with their own adaptation and acculturation problems in a new country (Resick, 2008). Intergenerational Issues and Family Caregiving Immigration and resettlement is an experience often fraught with great conflict and ambivalence, especially for elderly Russian immigrants. They frequently find themselves alone during the day as their adult children work; many become a burden to their children as their dependency from age-related physical illnesses and disabilities increases (Tran, Khatutsky, Aroian, Balsam, & Conway, 2000). Adult children, particularly women, frequently become less available to provide the 24-hour-aday supervision needed to care for their disabled elderly relatives. This problem may have occurred in their home country, but because there were other relatives and friends to help, it was not as serious. Therefore, the extreme dependence of the sickly aged may also be attributed to the fact that they have lost their own support system outside their home. The elderly must now rely on their adult children, who learn English more quickly, for assistance in negotiating the health care system and government bureaucracies, as well as 28 for help with personal problems after their arrival in the new country. Role shifts are said to occur as a result of changes and losses associated with life transitions and in particular in the process of adjustment in a new country (Miller, Wang, Szalacha, & Sorokin, 2009). Often the elderly person in FSU was in a position of authority and respect, responsible for childcare and even for financial assistance. Fitzpatrick and Freed (2000) indicate that the transition for the elderly now involves an autonomous yet dependent relationship in which the elder moves from an “undifferentiated life stage in the old country to a more differentiated position in the family.” Researchers believe that this may either create overdependence or, if they must live separately, an independence for which they are not prepared. This separation-individuation process, which forces greater intergenerational distancing between the elderly and their children, can be observed in the context of language acquisition and differences in the values and needs between the generations (Gusovsky, 1995 as cited in Fitzpatrick & Freed, 2000). Younger generations have greater opportunities to learn English and integrate themselves into the larger society, while their parents or grandparents remain more entrenched in the old-world values and customs, which now seem obsolete to younger family members. As a result of these differences and changes, the older generation may react to these losses with feelings of depression and even hopelessness, thus causing further conflict and guilt. Their adult children feel burdened and pressured into providing continued emotional support and safeguarding their elder’s medical care (Althausen, 1993; Greenberg and Kennedy, 1997 as cited in Fitzpatrick & Freed 2000). Additionally, conflict develops when medical problems arise and family members may eventually be forced to make a decision 29 regarding the institutionalization of their elderly relative. The family’s first choice would be to provide care in their homes similar to their practices in the old country. However, due to new responsibilities and pressures outside the home, adult children are not able to provide the care as readily as before. Nursing home placement, therefore, becomes the perfect example of separation and abandonment for the elderly immigrant and the younger generations are left with extreme feelings of guilt and regret. Physical and Mental Health Status New immigrants face significant post immigration challenges. Learning a new language and mastering seemingly routine daily activities produce acculturative stress. Depression is a commonly identified problem for Asian, Middle Eastern, and Latina women following immigration to the United States and has been documented repeatedly for Ethiopian and Russian immigrants in Israel and the United States. Studies of immigrants from the FSU in which gender differences are assessed tend to find more psychological distress in women than in men (Miller & Gross, 2004). Age has been shown consistently to be a correlate of psychological symptoms in immigrants, and people who immigrate during or after their midlife years tend to have greater distress (Miller & Gross, 2004). Midlife and older immigrants may be at highest risk, since younger immigrants tend to acculturate more easily, are able to find jobs, and are less depressed. Many midlife immigrants have great difficulty finding jobs equivalent to those they held in the FSU, experience unemployment or underemployment, and consequently suffer losses in both their occupational status and their personal identity. 30 In addition, other demographic characteristics appear to increase vulnerability to depression in immigrants. Findings for the relationship between marital status and depression in immigrants are unclear, and suggest that there are complex interactions among gender roles, social support, and psychological distress. In Miller and Gross’ study on health and depression in women from former Soviet Union, marital status did not predict depression. Other studies found that non-married immigrants had higher demoralization and suicidal ideation. Flaherty et al. (2000) as cited in Miller and Gross (2004) found that although married women from the FSU were more demoralized than single women, single men were less demoralized than married men. Interactions between gender and marital status were also demonstrated by Baider et al. (2001) as cited in Miller and Gross (2004), who found that unmarried women had the highest scores for depression compared to married women and men. In addition to demographic characteristics, physical health status is a very strong predictor of depression in older immigrants (Duncan & Simmons, 1996). Immigrants from the FSU bring with them high levels of psychological distress and somatic complaints due to health care inadequacies, social disruption, and political instability in their native country, and these pre migration factors continue to affect their physical and mental health. They have high levels of cardiovascular risk and hypertension, as well as other chronic illnesses that are related to depression. Their health status and attitudes toward seeking care influence utilization of health services (Miller & Gross, 2004). 31 Theoretical Framework Acculturation. Miller, Wang, Szalacha, and Sorokin (2009) explain that examining the acculturation processes inherent to the experience of immigration is necessary before we can understand their effects on health, mental health, and adaptation. The researchers claim that acculturation broadly refers to selective adoption and retention of language, identity, behavior, and values as they are maintained or transformed by the experience of coming into contact with another culture. It is a dynamic cognitive and emotional process of accessing, understanding, and/or adopting specific aspects or characteristics of a new culture. On an individual level, it is a complex process of conflict and negotiation between two cultures and includes changes that occur as one accommodates to a new cultural milieu. Fitzpatrick and Freed (2000) note that the goals of acculturation have become a priority for resettlement agencies due to the difficulties encountered with the first wave of Russian Jewish immigrants. Nasitir (1991) and Belozersky (1990) as cited in Fitzpatrick and Freed (2000) state that acculturation is a complex process and can be an individual experience, taking place over a long period of time. Despite the fact that Russian immigrants receive one of the most well-funded and professionally staffed resettlement programs for recent immigrants, difficulties in adjusting to the loss of family and friends and major problems in learning English persist. This suggests that the elderly are equally or even more affected by these problems than the younger generations of family members. 32 Activity Theory. Activity theory was the first theory in North America to attempt to provide a description of, and a prescription for successful aging in the later years of life. This theory argued that individual adaptation involved continuing an active lifestyle of social interaction in order to maintain the self-concept and hence a sense of well-being of life satisfaction (McPherson, 1983). Despite some criticism, it is without doubt that participation in activities in older age is crucial to restore and maintain one’s self and create a sense of happiness within the individual. For a number of years this theory was the basis for much of the social programming and serviced provided to the elderly. There is considerable evidence that being physically and mentally active helps to maintain the physiological, psychological, and intellectual functioning of older people. Summary Fewer Americans now die prematurely. The average life span in the United States has increased 26 years in this century, from 47 to 73 years. Age is probably best defined as the developmental sequence of all the biological, social, and psychological processes as they change with the passage of time. Lately, in the field of Gerontology and Social Work there has been a surge of interest in understanding and promoting successful aging. The literature on aging reveals that there are numerous factors that contribute to the success in one’s life. In one of the first studies on successful aging, participants with higher mental function and frequency of emotional support were more likely to retain good physical function and age successfully. Latter similar studies found that health, happiness, physical activity, social 33 connectedness, and life satisfaction are directly correlated to successful aging. Finally, several studies have shown positive association between spirituality and religious involvement in older age with life satisfaction. Since the end of the 1970s, immigrants from the Former Soviet Union have arrived in the Unites States in significant numbers. Immigration is a stressful life event, and many elderly immigrants face problems related to inadequate housing, economic concerns, and obtaining medical services. Service providers need to tailor their delivery of services to the particular preferences and values of the Slavic elders in order to help them live more productively and to contribute to the world around them. 34 Chapter 3 METHODOLOGY Research Design Lately, there has been a heightened interest in the promotion of aging successfully. Much of the literature on successful aging focuses on policy initiatives to promote autonomy and independent living in older age. While not underestimating the importance of these to the people, such research fails to address the question of “what is successful aging?” While there is not a clear definition of successful aging, this researcher chose to do an ethnographic perspective study in order to better understand the perceptions older Slavic immigrants have on aging successfully in America and the development of their definition on what successful aging is. Ethnography, based on Rubin and Babbie’s definition focuses on providing detailed, accurate descriptions of the way people in a particular culture live and the way they interpret the meanings of things (2007). This method is the best fit for this study to capture the migration experience, belief system, and behavioral norms of this subculture. Also, using this approach will help the researcher see the world through the eyes of the people studied. Knowledge of older adult’s beliefs would improve the ability of providers to offer patient focused care that is both cultural competent and meets the needs of the Slavic elderly community. Variables Independent variables. Socio-demographic characteristics, which are independent variables include gender, age, marital status, living arrangement, educational status, religious affiliation, the length of residence in the U.S., and English proficiency. Gender 35 is measured by its 2 attributes: male and female, and to measure age each participant is asked to choose from the given items. The question of marital status has 4 attributes: married, separated/divorced, widowed, and single. Living arrangement examines the type of housing as well as the nature of the current living arrangement (alone or with others). In order to obtain data on the level of each participant’s education, educational status is measured by its 4 attributes: never attended school, finished H.S., attended college in either U.S.A. or former Soviet Union. Religious affiliation is asked of each participant with 5 attributes: Pentecostal, Baptist, Protestant, no religion, and other. The length of residence in the U.S. is operationalized in years after the arrival in the U.S. and measured by asking each participant to choose from its 3 attributes. . English proficiency is measured by self-assessed rate to examine whether or not participants could communicate minimally with English speakers. Those who are unable to communicate rate themselves poor, and people who indicate themselves as fair have some ability to communicate. Good means that a person can manage bills or documents and communicate somewhat. Excellent means that there is no limitation to communication in any situation. Variables related to successful aging. The next 3 parts of the short survey assesses participant’s views on social connectedness, health/mental health, economic well-being, and life satisfaction/achievement. These key variables were identified through the literature review and informants from the community. 36 Participants Participants for the research study are first generation immigrants and refugees from the former Soviet Union countries, ages 60 and above. The sample used for the study consists of 17 Slavic immigrant elderly who belong to the same ethnic culture and organization. This study employs a non-probability sampling method. Convenience sampling and snowball strategies are used to recruit the 17 participants. The researcher contacted participants through ethnic religious and social organizations. The researcher approached potential participants after the “Light to the World” church service and asked whether they would be willing to participate in a quick survey and short interview. Because it is a small ethnic community, personal contact is the most effective approach. Once the respondents indicated interest in participating, the researcher set up a time and visited them at the location of their choice. Seventeen samples were finally collected from people who agreed to participate in the survey and they consisted of 13 females and 4 males. Instrumentation The researcher developed the “Successful Aging” (See Appendix B) questionnaire of Slavic elderly immigrants based on current literature and input from elders in Slavic community. The development of the questions is guided by the research gathered and the understanding of the data sources. A table of specification form was used to organize the development of the questions. Key domains for the questions include general demographic questions such as gender, age, marital status, people with whom participants live, type of housing, education level, and religious affiliation. In addition to 37 the general demographic questions, the researcher added socio-demographic questions associated with personal capabilities and social relationships. The participants were also asked to answer a question about the length of residence in the U.S. To collect data of personal capabilities, the question on the degree of English proficiency was asked. The question on social relationships was developed by asking how often the participants see their family members except people living with them. The short questionnaire is augmented by 6 open-ended interview questions to elicit unanticipated responses. To study successful aging in America for elderly Slavic immigrants and refugees, the remainder of the short questionnaire was broken into four categories: social connectedness, health/mental health, economic well-being, and life satisfaction. The 4 categories of the survey are as follows: 1. Social connectedness- perceived satisfaction with the social relationships and contacts. 2. Health- perceived physical and mental health. 3. Economic well-being- satisfaction with the financial situation in the present. 4. Life satisfaction- positive attitude toward one’s present life situation and a sense of accomplishment. Each question requires respondents to select one out of the given possible responses that best matches the way they feel. In addition to the survey, the researcher developed an interview guide that asked the participants to define in their words successful aging in America. Data Gathering Procedures After the potential respondents agreed to take part in this study, the researcher set up a time to meet. Data was collected from elders in 8 individual interviews in their home and in one group with 9 participants at church. Prior to the face-to-face interview, the 38 purpose of this research, the procedure of interviewing and confidentiality were explained, and informed consent was obtained prior to their participation. Due to education and cultural considerations, a face-to-face informal interview was utilized, and the average length of the individual interviews was about 30 minutes, and about 2 hours for the focus group. Communication with the respondents was done mostly in Russian. No inducements were offered. Protection of Human Subjects The Human Subjects Application was submitted for approval to the California State University, Sacramento, Division of Social Work Committee for the Protection of Human Subjects. The survey was approved by the University as “minimal risk” because participants may feel uncomfortable emotionally or distressed while responding to the survey about their health, mental health, life achievement/ satisfaction, as well as successes in life. To minimize the probability of causing participants emotional discomfort, all participants were informed that all data collected was confidential. All 17 subjects were voluntary. In addition, each subject was informed that if he/she decides to participate, then he/she is free to discontinue participation at any time for any reason. At the same time, the name, phone number of Slavic Community Center was given to all participants. Personal questions such as the subjects’ names and identifying information were not asked of the participants. All responses were used for analysis only and discarded afterwards. Even though the data was collected in a face-to-face encounter, there were no physical procedures involved, and no equipment or pharmaceuticals used for this study. 39 Data Analysis Descriptive statistics were used to summarize demographic data. Content analysis was then performed on the answers elicited by the interview questions. First, data was coded according to common topical areas. Then more descriptive subcodes were assigned to data grouped under these broad categories. Content analysis is used to determine common themes, trends, focus, and any unique answers. 40 Chapter 4 DATA ANALYSIS AND STUDY FINDINGS This project was meant to understand the perceptions older Slavic immigrants in Sacramento County have on aging successfully in America and the development of their definition of what successful aging is. The demographics of the respondents were examined and the participant’s responses and characteristics of successful aging were reviewed. Descriptive Findings of Socio-demographic Variables The researchers interviewed seventeen first generation immigrants from the former Soviet Union countries. All of the subjects were from the Sacramento County. Of the 17 immigrants interviewed, 76.5% (n=13) were females, and 23.5% (n=4) were males. In the population surveyed, four of the subjects were between the ages of 70-79 years old, and thirteen were between the ages of 60-69. Seventy six point five percent of the respondents were currently married, and 23.5 % (n=4) widowed. All of the widowed respondents were females, and there was no one who never got married among the study sample. Out of the subjects surveyed, 2 (11.8%) have lived in the United States between 5-10 years. The rest of the participants, 88.2 % (n=12) have lived in the United States 10 or more years. All subjects were asked to rate their English proficiency level from: poor, fair, good, and excellent. The data analysis indicated that 15 respondents rated their English skill level as poor. Three respondents rated their proficiently level as fair. No one indicated their English to be good or excellent. 41 The results of the data analysis of living arrangements indicated that 11.8% (n=2) live alone, 76.5% (n=13) live with his/her spouse, and 11.8% (n=2) live with their immediate family. The percentage of the participants living in a single house/duplex/apartment is 58.8% (n=10), and 41.2% (n=7) live in a senior apartment complex. The religious affiliations were represented by Pentecostal, Baptist, and Protestant. One hundred percent of the participants identified their religious affiliation as Pentecostal. Seventy six point five percent of the respondents graduated from high school and among them 11.8% (n=2) had some college education in their home country. Two of the respondents (11.8%) attended college in the United States. Fifty six point three percent of respondents answered that they see other family members except people living with them several times a week. Another 43.8% (n= 7) responded they see other family members about once a week. Specific Findings Social connectedness and successful aging. Based on the research gathered social connectedness is a huge component of successful aging. This researcher wanted to explore the perceived satisfaction of the elderly Slavic immigrants with social relationships and contacts. Ten (58.8%) of the respondents answered having a few friends, while four (23.5 %) reported having some friends, and three (17.6%) indicated having many friends. Thirteen (76.5%) agreed to seeing their friends every day or two, and four (23.5%) disagreed to the question. All of the participants surveyed reported enjoying the time spend with their friends. Seventy point six percent of participants know 42 at least two of their neighbors by name, and 29.4 % (n=5) said that they did not. Among those that reported knowing at least two of their neighbors by name, most reside in apartment or senior apartment complex with other immigrants from former Soviet Union. Those that reported not knowing at least two of their neighbors by name, live in single homes. The participants that know at least two of their neighbors by name, reported feeling comfortable in asking them for help, if assistance is needed with daily chores. Those that do not know their neighbors by name, reported not feeling comfortable in asking for help. Health and successful aging. Many previous studies have found that successful aging involves the maintenance of physical and mental health. Of the seventeen participants, 1 participant indicated her health to be unhealthy, 7 believed to be somewhat unhealthy, 6 indicated to be in average health, and 3 participants perceived themselves as healthy. One participant often uses medication to maintain her health, 3 sometimes use medications, 9 respondents always use medication, 2 seldom use medication, and 2 indicated never using medication to maintain their health. Twelve (70.6%) respondents sometimes feel physical pain compared to 5.9% (n=1) always feeling pain, and 23.5% (n=4) seldom feeling physical pain. Eight (47.1 %) regularly visit their doctor, whereas 6 (35.3%) sometimes visit, and 3 (17.6%) rarely visit their doctor. All seventeen participants reported having health insurance. On perceived mental health, all of the participants interviewed agreed to still being mentally sharp, and all do not forget about recent events. All seventeen respondents view themselves as happy people, and all like helping people. Eighty eight point two 43 percent responded talking to their friends about life challenges (n=15), and 11.8% (n=2) said that they do not. The result of a cross-tabulation shows that those that disagreed to the question of talking to their friends about life challenges are males. Life satisfaction and successful aging. The questions on life satisfaction measure an individual’s perception level of well-being and happiness and how satisfied people are with their own lives. The result of data analysis indicated that 100% of the respondents felt satisfied with life. Ninety four point one percent agreed to have done everything in life, whereas only 5.9% (n= 1) disagreed to the question. The 94.1% (n=16) of the participants also believed that they have achieved a lot in life, and that 5.9% (n=1) disagreed. Economic well-being and successful aging. The results of the data analysis of present financial situation indicated that 17.6% (n=3) often worry about their finances, 47.1% (n=8) sometimes worry, 23.5% (n=4) seldom worry, and 11.8 % (n=2) never worry about their finances. Two (11.8%) of participants believed their current situation is bad, 12 (70.6%) indicated it to be fair, and 3 (17.6%) thought their doing well financially. Four (23.5%) of the participants indicated their current income to be inadequate, 7 (41.2%) said their income is fairly adequate, 4 (23.5%) reported adequate, and only 2 (11.8%) indicated it to be very adequate. The results of a cross-tabulation test shows that 11.8% of participants that indicated that their current income is very adequate rated their English skills as fair and have some college education in the United States. 44 Themes of Successful Aging Participants interviewed described a variety of characteristics and behaviors associated with successful aging. Content analysis revealed four major themes: family functioning, sense of security and stability, coping with changes, and religious freedom. Each of these major themes compromised several subthemes. Family Functioning The first significant finding of this study was that successful aging involves maintaining close family relationships. Participants described the importance of being with their family in the United States, engaging with them, socializing with friends, and helping others at church. In response to the question “What are some of the things that you believe contribute to a successful aging experience,” most of the participants indicated that having a close relationship with their children is a component of their success. Sveta and Ivan, both grandparents, stated: “We are proud to say that we have raised good disciplined children. Our desire to marry our children and have grandchildren has become true. All of our kids live close by and we see them at least couple times a week.” Family relationships are vital because they enable older adults to feel loved, cared for, and appreciated. All of the participants interviewed enjoy spending time with their grand-children. In addition to family relationships, participants emphasized the value of getting involved in social relationships and keeping in contact with old friends and family members in their home country. Lately, technology has enabled senior adults to connect with family and re-establish old relationships. Olga, an immigrant from Ukraine regularly 45 talks to her children that stayed behind through Skype. She loves the fact that she can see her children and grandchildren every day even if they are on two different continents. For many of these participants, a sincere commitment to helping others is another key aspect of aging successfully. Majority of the participants indicated that they received a great deal of satisfaction when they give their time to friends and community members. Dmitriy, Ilya, and Ivan volunteer at the local church and even though they are not as productive as some of the younger men there, they are satisfied with being able to give back. Many of the women interviewed also give their time by running errands for their church sister and brothers that are bedbound. By helping others, older adults gain a sense of purpose. Security and Stability The second major theme revealed in this study was the importance of security and stability. Although these specific terms were not used, many responses revolved around this theme, often discussed in the context of one’s living environment and social support. Sense of stability and security was illustrated by the responses to the question “Is it easier to grow old in America than in the former Soviet Union.” The participants replied in complete agreement that it is easier to grow old in the United States. Many of the participants lived in rural areas in their former countries, often relying on crops to provide them with food. The success of their crops was hampered by heavy rain and drought. In the United States the participants are secured knowing that they would be taken care of if their health declined or if other life events occurred. One participant 46 stated “here in the United States you don’t have to worry about what you are going to eat tomorrow, the government will take care of you. And that takes a lot of worry off.” Coping with Changes Another significant finding of this study was that successful aging means coping with the many changes that occur in life. Immigration is a stressful life event, and these participants discussed the importance of facing problems and dealing with them, accepting changes that are beyond one’s control, and maintaining a positive attitude. The women said that acceptance of changes in life circumstances, particularly physical and environmental changes, is essential to successful aging. One participant who felt that accepting physical changes was an important aspect of successful aging said: “I know that I do not appear healthy. I have no feeling in my left arm but I have accepted that this is how it is going to be. I try to keep active and do whatever I can do with my other arm.” Acceptance of environmental change was illustrated by a woman who said: “I do miss Ukraine and often think about my life there. But the past is in my memory and now I have to think about living for now and make things easy for myself, my kids, and my husband.” Religious Freedom In all of the interviews, freely practicing your religion emerged as a key strategy for aging successfully. Participants described the importance of being in church and taking part in public religious behaviors. Participating in worship services, praying with others and having others pray for you, and visits from religious leaders at home or in the hospital improve coping during adverse times for these participants. Participants also 47 indicated that churches not only have opportunities for religious involvement through which their spirituality may grow, but also for social interaction which helps them feel less isolated or lonely. For these participants, their faith and religion also play a key role in coping with changes. A couple of participants indicated they turn to God to help them overcome problems in their daily life. If something is bothering them, they pray, and they feel better. For other participants, faith keeps them from becoming overwhelmed with issues and changes: “I can’t carry the load myself. I put it on the Lord and not, try not to take it back.” Unique Findings A unique finding in this study was that financial situation does not have a significant, direct impact on successful aging. Satisfaction with standard of living and a sense of achievement in life is of a greater importance for these participants than their actual financial condition. This finding is best illustrated in this participant’s response: “I wouldn’t say that my current financial situation is very adequate, but it does not mean that I am not aging successfully. For me, is the sense that I have achieved something in life, and I have achieved a lot.” Summary Successful aging appears to be multidimensional and may vary depending on the individual and his or her interpretation of life circumstances. Successful aging appears to have universal features, which include a sense of well-being, health/cognitive health. However, even these concepts have broad and varied interpretations. Additionally, culture, ethnicity, and lifestyle all play roles in defining the characteristics of successful 48 aging. In order to design appropriate intervention programs to promote successful aging for Slavic immigrant elderly in Sacramento County, service providers need to understand the meaning of successful aging as older adults themselves define it. 49 Chapter 5 CONCLUSIONS Conclusions The purpose of this study was to identify the perceptions of Slavic senior adults in Sacramento County on aging successfully in America. The results of this study indicated that successful aging involves: (a) family functioning; (b) security and stability; (c) coping with changes; (d) and religious freedom. The first finding demonstrated the importance of family, maintaining close personal relationships, and engaging with others as one ages. This finding corresponds with the results of several large studies that found significant positive impact for family and social support on longevity and health. Rowe and Kahn (1998) discuss three ways in which social connectedness impacts health in older adulthood. First, they say that isolation, or a lack of social ties, often leads to poor health. Second, both emotional support and physical assistance have positive effects on health. Finally, supportive social relationships can reduce some of the health related effects on aging Within the first theme of family functioning, participants also emphasized the importance of helping friends and community members. The majority of these participants indicated that by giving back it gave them a sense of purpose, meaning, and personal satisfaction. In Fisher and Wolf’s study, many older adults looked for ways to reestablish a sense of identity and meaning in this stage of their life (2000 as cited in Duay & Bryan, 2006). The study concludes that volunteer work and community activism are powerful ways to regain a sense of usefulness and purpose in older adulthood. 50 The other significant finding in this study suggested a variety of ways in which older Slavic immigrants and refugees cope with change in their lives. These participants described successful aging as facing problems and dealing with them, positively accepting changes beyond one’s control, and maintaining a positive attitude. Acceptance was a major theme in recent studies on aging successfully (Duay & Bryan, 2006; Ron, 2007; Ferri, James, & Pruchno, 2009). Duay and Bryan (2006) believe that accepting change in situations that cannot be controlled may be a key challenge of positive aging. Indeed, empirical research has found a relationship between acceptance and well-being in older adulthood (Weir, Meisner, & Baker, 2000). Certainly, religion, faith, and spirituality emerged as an important component of aging successfully for these participants. They repeatedly described how they turned to their faith for strength in getting through difficult times. In the past decade, research in this area has increased significantly. Results on some major studies indicate that religious involvement is related to greater well-being, increased life satisfaction, reduced anxiety, and lower rates of substance abuse (Lawler-Row & Elliott, 2009). In fact, research on the role of religion and faith in successful aging has been so promising that some researchers are calling for a revision of Rowe and Kahn’s model to add a fourth component, positive spirituality (Crowther, Parker, Achenbaum, Larimore, & Koenig, 2002). Current financial situation did not seem to be an important issue for this group. This finding contradicts several smaller studies where financial security was an important issue for the participants interviewed. In Bowling’s (2007) study, several participants expressed concerns about running out of money, and almost 33% of them advised young 51 people to save their money carefully. Many stated that it was important to prepare financially so that they could continue to do what they wanted to do after retirement. Implications Viewing the characteristics related to successful aging, there are some important points which should be considered when working with Slavic immigrant populations that are less concentrated than other metropolitan areas. The results suggest the significant role and impact of Christian churches on aging successfully among the Slavic immigrant elderly. Churches are a very important resource because they have opportunities not only for religious involvement through which their spirituality may grow, but also for social interaction, which may help the elderly feel less isolated or lonely. Social workers working with Slavic immigrant elderly are encouraged to have an understanding of the community background related to Slavic churches and cooperate with them in developing programs and services for Slavic immigrant elderly. Additionally, the issues of spirituality or religiosity should be significantly considered when dealing with successful aging in late life of the elderly. Social workers working with Slavic immigrant elderly should consider that they have limitations to opportunities of social networks and relationships. The lives of the Slavic immigrant elderly in the sample are centered with their families, and those who see their children more often are aging more successfully. Opportunities for social services and social relationships are often limited due to cultural differences and a language barrier. Social workers need to work collaboratively with the Slavic community 52 and suggest development of social services that are linguistically appropriate, attentive to culturally and religious backgrounds, and addresses issues of spirituality. For the social domain, important strategies for successful aging should attempt to promote community connectedness. Development and maintenance of networks are significant throughout the lifespan, especially for Slavic immigrants in the Sacramento County. Significant networks could include family, friends, formal and informal organizations, and one’s spiritual realm. Therefore, intervention programs need to be family oriented, provide multi-generational activities, promote stability, and strive to build an informal and formal sense of network. In order to design intervention programs to promote successful aging, social providers need to understand the meaning of successful aging as older adults themselves define it. Limitations Due to time constraints, the researcher selected participants using convenience sampling and limited the study’s sample size to 17 participants. All participants in this study resided in in the same small metropolitan area in Sacramento County, and with the exception of two, all participants attended the same church. The study was female dominated, thus, future research involving more male older adults is needed to determine if the same themes apply across different genders. Recommendations There are two suggestions for future studies on successful aging for Slavic immigrant elderly. First, research on successful aging with larger samples is recommended in order to find further characteristics, and unique themes. The size of the 53 sample in this research was not big enough to make the research results generalized, and the samples were selected within a very limited range of subjects. All participants in this study indicated their religious denomination to be Pentecostal and all attended church on a regular basis. Thus, it is possible that other participants not fitting this category perceive successful aging in a different manner. Second, a comparison study is recommended for examining the differences between the group of older people living in metropolitan areas with large numbers of Slavic immigrant elderly and the other group of elderly who live in other areas that have smaller Slavic immigrant populations. This study focused on understanding the characteristics of successful aging only among Slavic immigrant elderly who live in the County of Sacramento, which is not a large metropolitan area. 54 APPENDICES 55 APPENDIX A Informed Consent Form 56 INFORMED CONSENT TO PARTICIPATE IN A RESEARCH STUDY You are invited to participate in a study to understand the perceptions elderly Slavic immigrants have on aging successfully in America and the development of their definition on what successful aging is. Knowledge of Slavic older adult’s beliefs would improve the quality of cultural competent services to the Slavic elderly community. You were selected as a possible participant in this study because you were referred to the researcher as meeting the requirements of the study – 1) first generation immigrant from the former Soviet Union, & 2) over the age of 60. Should you agree to participate in this study, you will be asked to complete a survey that will take approximately 15 minutes of your time, and a short interview. The survey has a total of 31 questions that cover such areas as demographics, social connectedness, health/mental health, economic well-being, and life satisfaction/achievement. After the survey, this researcher would like to learn your opinion on the topic of successful aging. The discomfort of participating in this study is expected to be little to none. However, if you do experience any discomfort please feel free to contact Slavic Community Center, 2999 Fulton Ave, Sacramento, CA 95821 at (916) 485-6410. No personal identifier is used in this study. Any information obtained in this study will remain confidential and only group data will be reported. Your participation is completely voluntary. If you decide to participate, you are free to discontinue your participation at any time for any reason. If you have any questions or comment in regard to this study, please feel free to contact Ilona Timofey at (916) 833-2238, timofeyi@yahoo.com, or my thesis advisor Dr. Francis Yuen at (916) 278- 7182, fyuen@csus.edu. You will be offered a copy of this form to keep. You are making a decision whether or not to participate. Your signature indicates that you have read the information provided above and have decided to participate. You may withdraw at any time without penalty or loss of benefits to which you may be entitled after signing this form should you choose to discontinue participation in this study. ___________________________________ Signature ________________ Date 57 СОГЛАШЕНИЕ НА УЧАСТИЕ В ОПРОСЕ Вы приглашены участвовать в опросе, чтобы понять восприятие, которое пожилые Cлавянские иммигранты имеют при старении успешно в Америке и развитии их определения на том, каково успешное старение. Знание восприятия Славянского старшего поколения улучшит качество культурных компетентных услуг к Славянскому пожилому сообществу. Вас выбрали как возможный участник этого опроса, потому что Вы – 1) первый иммигрант поколения из прежнего Советского Союза, & 2) после 60. Если Вы соглашаетесь участвовать в этом опросе, Вас попросят заполнить обзор, который займет приблизительно 15 минут Вашего времени, и короткое интервью. У обзора есть в общей сложности 32 вопросов, которые покрывают такие области как демография, социальная связность, здоровье/умственное здоровье, экономическое благосостояние, и удовлетворение/достижение жизни. После обзора этот исследователь хотел бы изучить Ваше мнение относительно темы успешного старения. Дискомфорт участия в этом опросе, как ожидают, будет немного. Однако, если Вы действительно испытываете какой-нибудь дискомфорт, вы можете связаться со Slavic Community Center, 2999 Fulton Ave, Sacramento, CA 95821, (916) 485-6410. Никакой личный идентификатор не используется в этом опросе. Любая информация, полученная в этом опросе, останется конфиденциальной. Ваше участие полностью добровольно. Если Вы решите участвовать, Вы свободны прекратить свое участие в любое время по любой причине. Если у Вас есть какие-нибудь вопросы или комментарий в отношении этого опроса, вы можете связаться c Ilona Timofey, timofeyi@yahoo.com, или с Dr. Francis Yuen, fyuen@csus.edu. Вам предложат копию этой формы. Вы принимаете решение, участвовать ли. Ваша подпись указывает, что Вы прочитали информацию, предоставленную выше, и решили участвовать. Вы можете уйти в любое время без штрафа или потери льгот. _____________________________________ Подпись _____________ Дата 58 APPENDIX B Successful Aging Questionnaire 59 SUCCESSFUL AGING QUESTIONNAIRE Please do not put your name on this survey. Please select the box after each question that best reflects your opinion. Thank you for your participation. Demographic Information: 1) Gender: [ ] Male [ ]Female 2) Age: [ ]70-79 [ ]80+ [ ]Separated/Divorced [ ]Widow [ ]Single [ ]5-10 years [ ]10+ [ ]60-69 3) Marital status: [ ] Married 4) Number of years [ ]<5 years in the U.S.A: 5) How is your English: [ ]Poor (reading & writing) 6) Educational Status: [ [ [ [ [ ]Fair [ ]Good [ ]Excellent ]Finished H.S. ]College (Soviet Union) ]College (USA) ]Never attended school 7) Religious affiliation: [ ]Pentecostal [ ]Baptist [ ]Protestal [ ]No religion [ ]Other 8) Whom do you live with? [ ] Alone [ ] With spouse [ ] With immediate family [ ] With relatives 9) Type of house you live in: [ ]single house/duplex/apartment [ ]Senior apartment complex [ ]Care home facility 10) How often do you see any of your family members except people living with you? [ ]Several times a week [ ]About once a week [ ]More often than once a month [ ]Less often than once a month 11) I have [ [ [ [ ]No close friends: ]Few ]Some ]Many 60 (SA=Strong Agree, A = Agree, D = Disagree, SD = Strongly Disagree) SA [ ] A [ ] D [ ] SD [ ] 13) I enjoy the time I spend with my friends: [ ] [ ] [ ] [ ] 14) I know at least two of my neighbors by name: [ ]Yes [ ]No 12) I see my friends every day or two: 15) If I need assistance for daily chores, I feel comfortable asking my neighbors for help: [ ]True [ ]Not true 16) The daily activities that I enjoy most are: 1. 2. 3. 17) Physically I am: [ ]Unhealthy [ ]Somewhat unhealthy [ ]Average [ ]Healthy 18) I use medication to maintain my health: [ ]Often [ ]Sometimes [ ]Always [ ]Seldom [ ]Never 19) I feel physical pain: [ ]Often [ ]Sometimes [ ]Always [ ]Seldom [ ]Never 20) I visit my doctor: [ ]Regularly [ ]Rarely [ ]Almost never [ ]Sometimes 21) I currently have health insurance: [ ]Yes [ ]No 61 (SA = Strongly Agree, A = Agree, D = Disagree, SD = Strongly Disagree) 22) Mentally I am still pretty sharp: SA [ ] A [ ] D [ ] SD [ ] 23) I don’t forget about recent events: [ ] [ ] [ ] [ ] 24) I am a rather happy person: [ ] [ ] [ ] [ ] 25) I like helping people: [ ] [ ] [ ] [ ] 26) I talk to my friends about life challenges: [ ] [ ] [ ] [ ] 27) In general, feel satisfied with life: [ ] [ ] [ ] [ ] 28) I have done everything: [ ] [ ] [ ] [ ] 29) In my life I have achieved a lot: [ ] [ ] [ ] [ ] 30) I worry about my finances: [ ]Often [ ]Sometimes [ ]Always [ ]Seldom [ ]Never 31) My financial situation is: [ ]Very bad [ ]Bad [ ]Fair [ ]Good [ ]Excellent 32) My current income is: [ ]Inadequate [ ]Fairly adequate [ ]Adequate [ ]Very adequate -----Thank You----Please return the questionnaire to the researcher 62 APPENDIX C Interview Guide 63 Interview Guide 1. 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