Financial and Life Planning Resource Directory
Sponsored by
The Association for Integrative Financial and Life Planning
and The Life Planning Network
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Home: Kinds of domiciles and living arrangements
Consumers/clients
2007 National Home and Hospice Care Survey
U.S. Centers for Disease Control, 2009, Free
http://www.cdc.gov/nchs/nhhas.htm
Files containing the survey instruments and the data can be downloaded from this site.
Annual Report on Nursing Home and Assisted Living Costs
MetLife Mature Market Institute, 2008, Free
http://www.metlife.com/FileAssets/MMI/MMIStudies2008NHALCosts.pdf
Average costs by state and major metropolitan area.
Ball, Mary M., et al, "Pathways to Assisted Living", Journal of Applied Gerontology, 2009 (Vol. 28, No. 1)
http://jag.sagepub.com/cgi/content/abstract/28/1/81
The authors show that control of decision making for elders who are moving to assisted living is influenced by class, though not directly by race, and is related to class mainly by way of options and strategies available to forestall moves.
Benzaitis, Athan G., "Changing Choices: Aging in Place in the 21st Century", Aging Well, September 2008
Benzaitis reviews living arrangement options, including some relatively new ones, for older adults
Benzaitis, Athan G., "Robot Technologies: Exciting New Frontier", Aging Well, September/October 2009 (Vol. 2, No. 4)
http://www.agingwellmag.com/archive/083109p10.shtml, Free
Benzaitis explains how robots can now help with activities of daily living, provide companionship, and promote wellness, enhancing quality of life and enabling aging in place.
Cost of Care Study
Genworth Financial, Annual, Free
http://www.genworth.com
Genworth provides annual data on nursing home and assisted living costs by state and metropolitan area.
Doty, P., et al, "New State Strategies to Meet Long-Term Care Needs", Health Affairs, January 2010 (Vol. 29, No. 1)
http://www.rwjf.org/pr/product.jsp?id=53890
The authors describe state efforts to support consumer-directed long-term care service programs that give participants the flexibility they want, while reducing unmet needs for home and community-based services and supports.
Growing Smarter, Living Healthier: A Guide to Smart Growth and Active Aging
U.S. Environmental Protection Agency, August 2009, Free
http://www.epa.gov/aging/bhc/guide/2009_Aging.pdf
This free guidebook addresses the basic principles of “age-friendly” neighborhoods and town designs that are healthier for people and the environment.
Guengerich, Terri, Neighbors Helping Neighbors: A Qualitative Study of Villages Operating in the District of Columbia
AARP Public Policy Institute, October 2009, Free
http://assets.aarp.org/rgcenter/il/dcvillages.pdf
Guengerich reports on grassroots organizations called “villages” that have emerged in the DC area (though they are arising in communities across the country) to help make “aging in place” a viable option for older adults.
Aging in Place: The National Broadband Plan and Bringing Health Care Technology Home (U.S. Senate Special Committee on Aging), April 22, 2010
http://aging.senate.gov/hearing_detail.cfm?id=324102&, Free
Texts of the statements by government and academic representatives.
Jones, Adrienne, et al, Racial Differences in Functioning Among Elderly Nursing Home Residents, 2004
U.S. National Center for Health Statistics, 2009, Free
http://www.cdc.gov/nchs/data/databriefs/db25.pdf
This data, though old, is telling: black residents of nursing homes tend to be more functionally impaired than residents of other races.
Keenan, Teresa A., Multi-Generational Housing Patterns
American Association for Retired Persons, February 2009, Free
http://assets.aarp.org/rgcenter/il/multigen_housing.pdf
Most of the adults surveyed in this study said that moving in with a friend or family member was unlikely, but if it did happen, it would be because of loss of income or a change in job or health status.
Kemp, Candace L., "Negotiating Transitions in Later Life: Married Couples in Assisted Living", Journal of Applied Gerontology, 2008 (Vol. 27, No. 3)
http://jag.sagepub.com/cgi/content/abstract/27/3/231
This article presents an analysis of qualitative data from an exploratory study involving 20 married couples residing in assisted living facilities. Analysis considers couples' pathways and responses to assisted living.
Kolbritz, Nicci, "New Twist on Home Healthcare", Aging Well, January/February 2009 (Vol. 2, No. 1)
Kolbritz describes specializations in home health care that are providing a 'boutique' component to that industry.
Koren, M.J., "Person-Centered Care For Nursing Home Residents", Health Affairs, January 2010 (Vol. 29, No. 2)
http://www.rwjf.org/pr/product.jsp?id=54109
Koren reports that the 'culture change' movement represents a fundamental shift in thinking about nursing homes. Facilities are viewed not as health care institutions, but as person-centered homes offering long-term care services.
Levinson, Daniel R., Trends in Nursing Home Deficiencies and Complaints
U.S. Department of Health and Human Services, September 2008, Free
http://www.oig.hhs.gov/oei/reports/oei-02-08-00140.pdf
The Inspector General of the U.S. Department of Health and Human Services offers this memorandum report describing the nature and extent of nursing home deficiencies and complaints in 2007 and identifying trends from 2005 to 2007.
Locher, Julie L, et al, "Multidimensional Approach to Understanding Under-Eating in Homebound Older Adults: The Importance of Social Factors", Gerontologist, 2008 (Vol. 48)
http://gerontologist.gerontologyjournals.org/cgi/content/abstract/48/2/223
70% of 230 home-bound adults were found to be under-eating. The problem was more common among men, among people receiving little or no outside care, among those who had returned home from hospitalization, and those with a high body-mass index.
Long Term Care Briefs 2009 (AARP)
http://www.aarp.org/research/surveys/care/ltc/resources/articles/state_ltcb_09.html, Free
Summaries of long-term care issues and studies, by state.
MetLife Market Survey of Nursing Home, Assisted Living, Adult Day Services and Home Care Costs
MetLife Mature Market Institute, November 2009, Free
http://www.metlife.com/assets/cao/mmi/publications/studies/mmi-market-survey-nursing-home-assisted-living.pdf
MetLife's 8th annual survey of long-term care costs
National Nursing Home Survey - 2004
U.S. Department of Health and Human Services, June 2009, Free
http://www.cdc.gov/nchs/data/series/sr_13/sr13_167.pdf
Presentation of both summary and detailed data from the 2004 National Nursing Home Survey
Nelson, Brittne M., and Guengerich, Terri, Going from Good to Great: Livable Communities Surveys in OH
American Association for Retired Persons, September 2008, Free
http://www.aarp.org/research/housing-mobility/indliving/oh_communities_08.html
Nelson and Guengerich present the results of surveys in Clermont and Marietta, Ohio, identifying elements that make up “livable communities” and how people feel about them.
Nursing Home Compare (U.S. Medicare Office)
http://www.medicare.gov/NHCompare/Include/DataSection/Questions/SearchCriteriaNEW.asp?version=default&browser=IE%7C7%7CWinXP&language=English&defaultstatus=0&pagelist=Home&CookiesEnabledStatus=True, Free
Provides quality ratings of all nursing homes in the U.S.
Plummer, Chris, MarketWatch Retirement Weekly, July 18,2008
Plummer reports on changes in the nursing home industry that are trying to put the idea of “home” rather than “nursing” in the forefront.
Public Policy & Aging Report, Summer 2009 (Vol. 19, No. 1)
http://www.agingsociety.org/agingsociety/publications/public_policy/previous.html#current
This entire issue is devoted to the subject of 'aging in place'.
Seitzer, Michelle, "Home Safe Home: Creating a Dementia-Friendly Environment", Aging Well, November/December 2009 (Vol. 2, No. 5)
http://www.agingwellmag.com/archive/110909p18.shtml, Free
Seitzer describes how specialized preparations and technological advances can enhance the patient’s mobility and safety.
Sorra, Joann, et al, Nursing Home Survey on Patient Safety Culture
U.S. Agency for Healthcare Research and Quality, September 2008, Free
http://www.ahrq.gov/qual/nhsurvey08/nhguide.pdf
This survey is designed specifically for nursing home staff and asks for their opinions about the culture of patient safety in the nursing home.
Transitions to Independent Living Communities: Life Satisfaction and Later Life Happiness
International Longevity Center (USA), June 2009, Free
http://www.ilcusa.org/pages/publications/healthy-aging/transitions-to-independent-living-communities-life-satisfaction-and-later-life-happiness.php
This report is based on a scientific consensus conference held at the center in June 2009, to gain understanding and encourage further research on the importance of satisfaction and well-being for older adults making transitions in their residential living arrangements.