On the edge: Balancing health, participation, and autonomy to maintain
active independent living in two retirement facilities
Tetyana Pylypiv Shippee ⁎
Division of Health Policy and Management, School of Public Health, University of Minnesota, United States
article info abstract
Article history:
Received 16 December 2010
Received in revised form 3 May 2011
Accepted 17 May 2011
This study examines how independent living residents in Continuing Care Retirement
Communities (CCRCs) work to maintain a healthy, active community. Specifically, this paper
elucidates how independent living residents, who have high status in CCRCs but also face
transitions to more advanced care, manage their daily lives to build a positive sense of
community against the backdrop of potential health and social declines. The researcher
supplemented four years of observation in one CCRC and two years of observation in another
with qualitative interviews with thirty residents from both facilities. Results indicated that
shared sentiments contrasting the active social world in independent living with other living
units, norms of mutual support balanced with autonomy, social participation as a source of
belonging (or isolation), and definitions of deviance surrounding functional health and
manners framed residents' understandings of daily life by reaffirming independent living
residents' privileged status in each facility.
© 2011 Elsevier Inc. All rights reserved.
Introduction
Several studies have examined how community life
manifests in residential arrangements for older adults
(Biggs, Bernard, Kingston, & Nettleton, 2000; Hochschild,
1973; Krause, 2006; Moss & Igra, 1980; Ross, 1977; Streib,
2002; Streib & Metsch, 2002). This topic is worthwhile,
considering that robust communities are beneficial for social
engagement, life satisfaction, and well-being (Jenkins, Pienta,
& Horgas, 2002). These benefits may be particularly impor-
tant for older adults, who face added challenges to well-being
and social engagement due to role losses, selective survival of
peers, declining health and mobility, and other age-related
events (Heenan, 2010; Johnson & Troll, 1994).
Age-segregated housing, combining group living with
amenities attractive to older adults, is one potential mecha-
nism for preventing declines in social engagement and
personal activity as individuals age. One popular option for
age-segregated living is the Continuing Care Retirement
Community (CCRC), a facility with multiple levels of living
that correspond to residents' changing needs. CCRCs typically
include apartment or cottage independent living (IL), assisted
living (AL), and skilled nursing care living (NL) in a campus-
style setting. There are currently about 2000 CCRCs in the U.S.
(Zarem, 2010), and the number of older adults in CCRCs has
more than doubled in the last decade, with estimates of about
640,000 residents in 2010 (Association for Homes & Services
for the Aged, 2010). Most CCRCs are not-for-profit (82%), and
approximately half are affiliated with religious organizations
(Zarem, 2010). A major benefit claimed by CCRCs is that
residents can “age in place” within one facility (Matthews,
2002); among other things, this purportedly allows older
adults to preserve their relationships and identities within
familiar surroundings, making for a less disruptive experience.
Residence in CCRCs is especially beneficial for IL residents,
who report greater quality of life and social engagement after
moving into the facility, and are generally healthier and more
active than residents in other levels of care (Jenkins et al., 2002;
Krout, Moen, Holmes, Oggins, & Bowen, 2002). Also, many IL
residents feel that their apartments are their “homes” and that
Journal of Aging Studies 26 (2012) 1–15
⁎ Division of Health Policy and Management, University of Minnesota, 420
Delaware Street SE, MMC 729, Minneapolis, MN 55455, United States.
E-mail address: tshippee@umn.edu.
0890-4065/$ – see front matter © 2011 Elsevier Inc. All rights reserved.
doi:10.1016/j.jaging.2011.05.002
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