Full Research Findings June 2014. SURVEY OVERVIEW

Full Research FindingsJune 2014

SURVEY OVERVIEW

Methodology• Penn Schoen Berland completed 3,279 telephone

interviews between April 3, 2014 and May 6, 2014• This report includes the following audiences:

Audience Definition Sample Size

Margin of Error

General Population SamplesNational 60+ 2014 US adults 60 and older from 2014 study 1,000 +/- 3.1%National 60+ 2013 US adults 60 and older from 2013 study 1,007 +/- 3.1%National 60+ 2012 US adults 60 and older from 2012 study 1,004 +/- 3.09%National 18-59 2014 US adults 18-59 from 2014 study 1,027 +/- 3.06%

National 18-59 2013 US adults 18-59 from 2013 study 993 +/- 3.11%

Oversampled Audiences

Low-Income Seniors 2014

US adults 60 and older with household income of <$15,000 from 2014 study

252 +/- 6.17%

Low-Income Seniors 2013

US adults 60 and older with household income of <$15,000 from 2013 study

378 +/- 5.04%

Socially-Isolated Seniors

US adults 60 and older living alone and expressing feelings of loneliness from 2014 study

250 +/- 6.2%

Dallas Seniors US adults 60 and older living in Dallas from 2014 study

250 +/- 6.2%

Newark, N.J. Seniors

US adults 60 and older living in Newark, N.J. from 2014 study

250 +/- 6.2%

Cleveland Seniors US adults 60 and older living in Cleveland from 2014 study

250 +/- 6.2%

3Note: 2014 wave was conducted between April 3, 2014 and May 6, 2014 Note: 2013 wave was conducted between April 4, 2013 and May 3, 2013Note: 2012 wave was conducted between May 10, 2012 and June 6, 2012

Methodology

Please note:• Data from general population samples and regional

oversampled audiences are weighted to U.S. Census Bureau data. Data from the oversampled audience of “Low-Income Seniors” are weighted to 2013 survey demographics data.

• The following demographics are weighted:– Age– Gender– Marital status– Race

• Sample sizes under N=75 are not shown, as these sample sizes are too small to be statistically reliable.

• All numbers in this report are percentages unless otherwise noted.

• Due to rounding, some of the total percentages do not add up to 100.

4

DETAILED FINDINGS

GENERAL OUTLOOK

For the first time in the past three years, more seniors say their life in the past year has been better than say it has been worse

7

*Not showing “don’t know”Q 6 (For 2014 60+, 2014 18-59), In general, would you say the past year of your life has been…? Among All.Q4 (For 2013 60+, 2013 18-59). In general, would you say the past year of your life has been…? Among All.Q5 (For 2012 60+). In general, would you say the past year of your life has been…? Among All.

In general, would you say the past year of your life has been…

The best /Better than

normal

The worst / Worse than

normal

Normal

• Since 2012, fewer seniors say the past year of their life has been worse than normal

60+ 2014 60+ 2013 60+ 2012 18-59 2014

18-59 2013

22% 24%34%

24% 23%

53% 57% 42%48% 52%

24% 19% 23% 28% 26%

• Adults 18-59 express an even greater deal of optimism about the next five to 10 years compared to last year

Optimism has rebounded since 2013, as more seniors expect their life to get better in the next decade

8

*Not showing “don’t know”Q7 (For 2014 60+, 2014 18-59). When thinking about the next 5-10 years, do you expect your overall quality of life to get …? Among All. Q5 (For 2013 60+, 2013 18-59). When thinking about the next 5-10 years, do you expect your overall quality of life to get …? Among All. Q6 (For 2012 60+). When thinking about the next 5-10 years, do you expect your overall quality of life (including your financial well-being, mental and physical health, recreation and leisure time, and family situation) to get …? Among All.

When thinking about the next five to 10 years, do you expect your overall quality of life to get…

Much / Somewhat better

Much /Somewhat worse

Stay about

the same

60+ 2014 60+ 2013 60+ 2012 18-59 2014

18-59 2013

21% 24% 22%9% 12%

49%51%

45%

23%25%

28% 21%30%

67% 62%

9

• Adults 18-59 are more likely to say their family and a positive attitude are the key to a positive outlook on life than seniors nationally

What is the most important key to keeping a positive outlook on life? (Ranked by Seniors 60+)

Seniors are most likely to say faith or spirituality is the key to a positive outlook on life

*Not showing “don’t know”Q8 (For 2014 60+, 2014 18-59). What is the most important key to keeping a positive outlook on life?

25%

15%14%

9% 9%

6% 6%5%

2%1% 1%

6%

1%

21%

19%

17%

8%

6%

4%3%

8%

1%2%

4%

8%

1%

60+ 2014

10

• A higher percentage of seniors than 18-59 year olds say they are very confident

How confident are you in your ability to maintain a high quality of life throughout your senior years?

Seniors are more optimistic about their ability to maintain a high quality of life than last year

*Not showing “don’t know” Q13 (For 2014 60+, 2014 18-59). How confident are you in your ability to maintain a high quality of life throughout your senior years? Among All. Q9 (For 2013 60+, 2013 18-59). How confident are you in your ability to maintain a high quality of life throughout your senior years? Among All.

60+ 2014

60+ 2013

18-59 2014

49%

45%

49%

40%

41%

35%

7%

8%

10%

2%

4%

5%

Very confident

Not very confident

Somewhat confident

Not at all confident

86%

89%

84%

11

Q14 (For 2014 60+, 2014 18-59). IF CONFIDENT: Why are you confident about your ability to maintain a high quality of life throughout your senior years? Please tell me your top two choices. Among All.

Seniors most attribute their confidence about maintaining a high quality life to support from family and friends

48%

32%30% 29% 28%

8%

1%

44%

25%

35%33% 32%

10%

1%

60+ 2014 18-59 2014

IF CONFIDENT: Why are you confident about your ability to maintain a high quality of life throughout your senior years? Please tell me

your top two choices. (Ranked by Seniors 60+)

• Adults 18-59 are more likely to attribute their confidence to their financial preparedness and their good health

Similar to last year, most seniors say their health over the past year has been normal

12

*Not showing “don’t know”Q9 (For 2014 60+, 2014 18-59). With regard to your health, would you say the past year of your life has been…Among All.Q6 (For 2013 60+, 2013 18-59). With regard to your health, would you say the past year of your life has been…Among All.Q7 (For 2012 60+). With regard to your health, would you say the past year of your life has been…Among All.

With regard to your health, would you say the past year of your life has been…

The best /Better than

normal

The worst / Worse than

normal

Normal

60+ 2014 60+ 2013 60+ 2012 18-59 2014

18-59 2013

23% 22%34%

22% 18%

58% 60%45%

56% 60%

18% 17% 21% 22% 22%

• The 18-59 group expresses even greater optimism than last year

While most seniors expect their health to stay the same in the future, seniors are slightly more optimistic that their health will improve compared to last year

13

*Not showing “don’t know” Q10 (For 2014 60+, 2014 18-59). When thinking about the next 5-10 years, do you expect your health to get…? Among All. Q7 (For 2013 60+, 2013 18-59). When thinking about the next 5-10 years, do you expect your health to get… ? Among All. Q8 (For 2012 60+). When thinking about the next 5-10 years, do you expect your health to get …? Among All.

When thinking about the next five to 10 years, do you expect your health to get…


Much / Somewhat worse

Stay about

the same

60+ 2014 60+ 2013 60+ 2012 18-59 2014

18-59 2013

25% 23% 28%10% 12%

55% 60% 52%

51% 53%

17% 13% 17%

38% 34%

Most seniors expect their financial situation to remain the same in the next decade

14

*Not showing “don’t know” Q11 (For 2014 60+, 2014 18-59) When thinking about the next five to 10 years, do you expect your financial situation to get …?

When thinking about the next five to 10 years, do you expect your financial situation to get …


Much / Somewhat worse

Stay about

the same

• Adults 18-59 are much more optimistic than seniors, as most of them think their financial situation will improve in the next decade

20%9%

59%

27%

20%

63%

60+ 2014

18-59 2014

• Adults ages 18-59 have prepared just as much than in 2013

60+ 2014 60+ 2013

4300% 43%

3000% 33%

14% 12%

11% 10%

How much preparation have you done for your senior years?

Seniors say they have done about as much preparation for their senior years as in 2013

15

*Not showing “don’t know”Q12 (For 2014 60+). How much preparation have you done for your senior years? Among All.Q8 (For 2013 60+). How much preparation have you done for your senior years? Among All.

A great deal

Little

Some

None

60+ 2014

60+ 2013

16

Q15 (For 2014 60+). What, if any, of the following steps do you wish you had taken to plan and prepare for your senior years? Please tell me all that apply. Showing All.

Seniors wish they had saved more money, taken better care of their health, and made better investments in preparing for their senior years

None of the above

Don't know

Other

Planned to live a community that is better for aging

Planned to live in a home that is better for aging

Worked longer

Stayed closer with family

Kept legal documents more organized

Made better investments

Taken better care of my health

Saved more money

17%

1%

4%

10%

13%

15%

21%

22%

31%

36%

45%

60+ 2...

What, if any, of the following steps do you wish you had taken to plan and prepare for your senior years? Please tell me all that

apply.

17

*Not showing “don’t know”Q16 (For 2014 60+). What worries you most about your senior years? Among All.

Loss of autonomy and loss of memory are two of seniors’ biggest fears

16%

14%

9%8% 8%

7%

4% 4%3%

2% 2%1%

7%

15%60+ 2...

What worries you most about your senior years?

18

*Not showing “student” and “don’t know”Q17 (For 2014 60+). Which of the following best describes your current employment status? Among All.Q10 (For 2013 60+). Which of the following best describes your current employment status? Among All.

Slightly more seniors report that they are currently working than last year

Current Employment Status

Retire

d

Employ

ed fu

ll tim

e

Employ

ed p

art t

ime

Disabled

Homem

aker

Volun

teer

Other

Unem

ploy

ed

57%

18%10% 6% 4% 3% 2% 1%

63%

16%9% 5% 4% 1%

60+ 2014 60+ 2013

N/A 2%

19

*Not showing “don’t know”Q18 (For 2014 60+). IF EMPLOYED OR LOOKING FOR WORK: For which, if any, of the following reasons are you still working? Please tell me all that apply.Q11 (For 2013 60+). IF EMPLOYED OR LOOKING FOR WORK: For which, if any, of the following reasons are you still working? Please tell me all that apply.Q14 (For 2012 60+). IF EMPLOYED OR LOOKING FOR WORK: For which, if any, of the following reasons are you still working? Please tell me all that apply.

IF EMPLOYED OR LOOKING FOR WORK: Reasons for employment? (Ranked by 60+ 2014)

60+ 2014

(N= 309)

60+ 2013

(N=259)

60+ 2012

(N=329)

I want to stay active and productive 62% 69% 76%

I enjoy it 60% 66% 70%

I need the income 50% 62% 69%

It gives me a sense of purpose 48% 59% 67%

I want to stay involved with other people 48% 53% 60%I want to make a difference or help others in my community 41% 45% 53%

I need the benefits 25% 38% 40%

Because I’m not eligible for Medicare yet 16% 23% N/A

Other 7% 6% 4%

Seniors cite wanting to stay active, enjoying work and financial needs as the top reasons for having a job

• Needing the income is not cited as often as it was in past years

20

*Not showing “don’t know”Q19 (For 2014 60+). What do you enjoy about your work? Please tell me al that apply. Showing All.

Seniors who say they continue to work for enjoyment like feeling challenged, having a sense of purpose, and interacting with clients

IF ENJOYABLE: What do you enjoy about your work? Please tell me all that apply.

73% 72% 71%67%

56% 56%51%

11%

60+ 2014

ECONOMIC SECURITY

• Adults 18-59 also have an easier time paying monthly bills than last year

Seniors say they have an easier time paying monthly bills than in previous years

22

*Not showing “don’t know”Q20 (For 2014 60+, 2014 18-59). In general, based on your current income and savings, how easy or difficult is it for you to pay your monthly living expenses? Is it... Among All. Q14 (For 2013 60+, 2013 18-59). In general, based on your current income and savings, how easy or difficult is it for you to pay your monthly living expenses? Is it... Among All. Q15 (For 2012 60+). In general, based on your current income and savings, how easy or difficult is it for you to pay your monthly living expenses? Is it... Among All.

In general, based on your current income and savings, how easy or difficult is it for you to pay your monthly living expenses?

Very / Somewhat easy

Very / Somewh

at difficult

Neither easy nor difficult

60+ 2014 60+ 2013 60+ 2012 18-59 2014

18-59 2013

17% 19% 22% 25% 26%11% 14% 13%

19% 21%

69% 66% 64% 56% 52%

Although many seniors continue to express concern about having sufficient savings to last for the rest of their life, there is slightly less concern than last

year

23

*Not showing “don’t know” Q21mA (For 2014 60+, 2014 18-59). How concerned are you that your savings and income will be sufficient to last for the rest of your life? Are you...? Among All.Q15mA(For 2013 60+). How concerned are you about being able to stay in your current home for as long as you’d like? Are you...? Among All.

How concerned are you that your savings and income will be sufficient to last for the rest of your life? Are you...?

Not at all concerne

d

Very concerne

d

Neutral

Not very concerne

d

Somewhat

concerned

60+ 2014 60+ 2013 18-59 2014

23% 18% 17%

13% 15% 11%

13% 12% 18%

30% 31% 30%

19% 22% 24%

Seniors are as concerned as last year with being able to remain in their home for as long as they would like

24

*Not showing “don’t know” .Q21mA(For 2014 60+, 2014 18-59). How concerned are you about being able to stay in your current home for as long as you’d like? Are you...? Among All.Q16mA(For 2013 60+). How concerned are you about being able to stay in your current home for as long as you’d like? Are you...? Among All.

How concerned are you about being able to stay in your current home for as long as you’d like? Are you...?

Not at all concerne

d

Very concerne

d

Neutral

Not very concerne

d

Somewhat

concerned

60+ 2014 60+ 2013 18-59 2014

41% 36% 39%

17% 18% 19%

12% 13% 15%

16% 19% 13%

13% 12% 13%

About 4 in 10 seniors are concerned about being able to afford a licensed caregiver or a nursing home if needed

25

*Not showing “don’t know” Q23mA (For 2014 60+, 2014 18-59). How concerned are you that you could afford a licensed caregiver in your home or assisted living if needed? Are you...? Among All.Q24mA(For 2014 60+). How concerned are you that you could afford a nursing home if needed ? Are you...? Among All.

How concerned are you that you could afford a licensed

caregiver in your home or assisted living if needed ? Are

you...?

Not at all concerne

d

Very concerne

d

Neutral

How concerned are you that you could afford a nursing home if

needed ? Are you...?

Not very concerne

d

Somewhat

concerned

60+ 2014 18-59 2014

30% 27%

13% 12%

15% 23%

24% 23%

17% 14%

60+ 2014

31%

15%

13%

22%

17%

Seniors are less concerned about needing financial support from family and being able to continue working as long as they would like than younger adults

18-59

26

*Not showing “don’t know” Q25mA (For 2014 60+, 2014 18-59). How concerned are you about needing financial support from family members as you age? Are you...? Among All.Q26mA(For 2014 60+, 2014 18-59). How concerned are you about being able to continue working as long as you would like? Are you...? Among All.

How concerned are you about needing financial support from family members as you age?

Are you...?

How concerned are you about being able to continue working as long as you would like? Are

you...?

60+ 2014 18-59 2014

49%35%

18%

21%

11%19%

10% 17%

9% 8%

60+ 2014 18-59 2014

55%

34%

11%

17%

12%

16%

10%

17%

7% 15%

Not at all concerne

d

Very concerne

d

Neutral

Not very concerne

d

Somewhat

concerned

More than half of seniors are not concerned about needing help from community programs

27

*Not showing “don’t know” Q26amA (For 2014 60+). How concerned are you about needing help from community programs to assist with meals, transportation, and/or home care? Are you...? Among All.

How concerned are you about needing help from community programs to assist with meals, transportation, and/or home care? Are

you...?

Not at all concerne

d

Very concerne

d

Neutral

Not very concerne

d

Somewhat

concerned

60+ 2014

40%

18%

15%

15%

11%

Medicare is still the most common source for medical insurance

28

Q27 (For 2014 60+). Through what organizations, if any, do you access medical insurance benefits? Please tell me all that apply. Among All .Q18 (For 2013 60+). Through what organizations, if any, do you access medical insurance benefits? Please tell me all that apply. Among All .Q19 (For 2012 60+). Through what organizations, if any, do you access medical insurance benefits? Please tell me all that apply. Among All .

Through what organizations, if any, do you access medical insurance benefits?

(Ranked by 60+ 2014)

Don't know

Do not have health insurance

Veterans Administration or Tricare

Medicaid

Your current or former employer

Private health insurance plan you purchased for your own individual coverage; not provided by the government or an employer

Medicare

2%

4%

13%

13%

37%

35%

66%

0%

3%

12%

8%

38%

36%

65%

1%

1%

11%

12%

33%

39%

65%

60+ 201460+ 2013

Medicare is prominent among seniors over 65, but younger seniors receive medical insurance through private or employer insurance

29

Q27 (For 2014 60+). Through what organizations, if any, do you access medical insurance benefits? Please tell me all that apply. Among All .

Through what organizations, if any, do you access medical insurance benefits?

Don't know

Do not have health insurance

Veterans Administration or Tricare

Medicaid

Your current or former employer

Private health insurance plan you purchased for your own individual coverage; not provided by the government or an employer

Medicare

4%

3%

9%

8%

45%

34%

21%

1%

0%

14%

14%

29%

37%

84%

0%

0%

9%

14%

26%

48%

88%

75+

65-74

60-64

• However, thirty-nine percent of seniors nationally say they wouldn't apply for government assistance if they were told they qualify

A similar number of seniors as last year say they would apply for government assistance if they were told they qualified

30

Q28(For 2014 60+). If you were told that you qualify for government assistance to help meet your needs, would you consider applying for it? Among All.Q21 (For 2013 60+). If you were told that you qualify for government assistance to help meet your needs, would you consider applying for it? Among All.

If you were told that you qualify for government assistance to help meet your needs, would you

consider applying for it?

Yes No Don't know

56%

39%

5%

55%

39%

6%

60+ 2014

60+ 2013

31

Q29 (For 2014 60+). Beyond the health coverage currently provided by Medicare, which of the following services would you most want the government to invest in to help meet your needs as you age? Please tell me your top two choices.

Beyond health insurance, seniors would also like government help with long-term care insurance

Beyond the health coverage currently provided by Medicare, which of the following services would you most want the government to

invest in to help meet your needs as you age?

None of the above

Don't know

Other

Gym or fitness membership

Assistance with food or meals

Transportation assistance

Assistance caring for your home

Coverage for hearing aids

Vision insurance

Assistance modifying your home so you can live in it longer

Dental insurance

Long-term care insurance, which covers home care, assisted living, adult daycare, etc.

19%

2%

3%

4%

8%

9%

10%

10%

14%

15%

22%

39%

60+ 2...

32

Q30 (For 2014 60+). Do you intend to continue living in your current home for the rest of your life?Q31 (For 2014 60+). For which of the following reasons do you plan to continue living in your current home for the rest of your life? Please tell me all that apply.

Most seniors intend to live in their current home for the rest of their lives, mostly because their house meets their needs and they want to maintain

independence

Do you intend to continue living in your current home for

the rest of your life?

77%

17%

5%Yes NoDon't know

IF YES: for which of the following reasons do you plan

to continue living in your current home for the rest of

your life? (N=772)

Don't know

Other

I have a lot of memories in my home

I’ve invested financially in my home

I want to stay close to friends or family

My home is located in a good neighborhood

I want to be able to live independently

My home meets all my needs

1%

6%

47%

62%

62%

71%

75%

78%

60+ 2...

33

Q32 (For 2014 60+). IF INTEND TO AGE IN PLACE: Do you plan to make any modifications to your home to help you as you age?Q33(For 2014 60+). IF DO NOT PLAN OT MAKE MODIFICATIONS: Why don’t you plan to make any modifications to your home? Please tell me all that apply.

And most seniors do not plan to make any modifications to their home because they feel it is already suited to their needs

IF INTEND TO AGE IN PLACE: Do you plan to make any

modifications to your home to help you as you age?

(N=772)

28%

68%

4%Yes NoDon't know

IF DO NOT PLAN TO MAKE MODIFICATIONS: Why don’t you plan to make any modifications

to your home?(N=528)

Don't know

Other

I’ve never thought about it before

It’s too expensive

My home is already suited to my needs as I age

1%

10%

16%

17%

72%

60+ 2...

34

Q34 (For 2014 60+). IF INTEND TO AGE IN PLACE: Have you spoken with your family about the need to make modifications to your home to help you as you age?

Most seniors have not talked to their family about the need to make modifications to their homes as they age

IF INTEND TO AGE IN PLACE: Have you spoken with your family about the need to make modifications to your home to help you

as you age?(N=772)

20%

80%

1% Yes

No

Don't know

CAREGIVERS, LIVING ALONE AND ISOLATION

36

Q35 (For 2014 60+, 2014 18-59). Who do/will you rely on the most for support in your senior years?Q77 (For 2013 60+, 2013 18-59). Who do/will you rely on the most for support in your senior years?

While most seniors rely on their family for support, younger adults are more likely to say they will rely only on themselves during their senior years

Who do/will you rely on the most for support in your senior years?

61%

27%

4% 3% 1% 1% 2%

69%

19%

3% 5%1% 1% 2%

46%

40%

8%3% 1% 1% 2%

59%

31%

3% 3% 2% 1% 2%

60+ 2014

60+ 2013

18-59 2014

• Seniors are less likely to rely on their family and more likely to rely on themselves than last year

37

Q36 (For 2014 60+). Have you made a plan with friends or family members who could help you in an emergency if something were to happen to you?

Most seniors say they have made arrangements with friends or family if something were to happen to them

Have you made a plan with friends or family members who could help you in an emergency if something were to happen to

you?

71%

28%

1%60+ 2014

Yes No Don't know

38

86%

18% 14% 8% 7% 1% 1% 1% 1%10%

60+ 2...

Most seniors who have a caregiver feel grateful towards them

• Nearly a quarter of seniors say they have a family member or paid caregiver helping them on a regular basis

Q37 (For 2014 60+). Do you currently have a family member, paid caregiver, or someone else who helps you on a regular basis?Q38 (For 2014 60+). IF YES: How do you feel towards the person assisting you?

Do you currently have a family member, paid caregiver, or someone else who helps you on a regular basis?

IF YES: How do you feel towards the person assisting you?

(N=288)

No

Yes, paid caregiver

71%

3%

3%

23%

39

Q39 (For 2014 60+). Would you prefer to live alone, or with family members for the remainder of your senior years?Q40 (For 2014 60+). IF LIFE ALONE: Do you expect to live alone for the rest of your life?

Half of seniors would prefer to live alone for their remaining years

Would you prefer to live alone, or with family

members for the remainder of your senior years?

81%

14%

6%

60+ 2014

YesNoDon't know

IF LIVE ALONE: Do you expect to live alone for the

rest of your life?(N=289)

60+ 2014

3%

41%

53%

Alone

With family members

Neither

Don't know

4%

60+ 20143%11%

12%

23%

49%

Very easy Somewhat easy Neither easy or difficult Somewhat difficult Very difficult

40

*Not showing “don’t know”Q41 (For 2014 60+). IF LIVE ALONE: How easy or difficult is it to live alone?

Most seniors living alone say it is easy for them to do so

IF LIVE ALONE: How easy or difficult is it to live alone? (N=289)

41

Q42 (For 2014 60+). IF LIVE ALONE: What do you miss most about living with other people? Q43 (For 2014 60+). IF LIVE ALONE: What is your biggest concern or fear about living alone?

Seniors who live alone miss having someone to talk to but do not have any fears of living alone

14%

42%15%5%

60+ 2014Having help around the house

Having someone to talk to

Other

Don't know

Neither

IF LIVE ALONE: What do you miss most about living with other people?

(N=289)

IF LIVE ALONE: What is your biggest concern or fear about living alone?

(N=289)

I don't have any fears about living

alone

Falling or injuring yourself

Feeling isolated or lonely

Not receiving the support I need

Other Don't know

61%

26%

6% 4% 2% 1%

60+ 2...

24%

42

Q44 (For 2014 60+) Which of the following types of support [do you/would you] need to live alone? of the following types of support [do you/would you] need to live alone?

Which of the following types of support [do you/would you] need to live alone? 60+ 2014

No support is needed 58%

Transportation 25%

Nutritional support (buying groceries, preparing food, etc.) 21%

Help walking up the stairs 10%

Managing medications 10%

Taking a shower 8%

Other 3%

Don't know 3%

Most seniors do not think they need any support to live alone

43

Q45 (For 2014 60+). IF LIVE ALONE: Which of the following options would you consider if you could no longer care for yourself?

If they were no longer able to care for themselves, seniors who live alone would most likely turn to assisted living communities and community support

programs

IF LIVE ALONE: Which of the following options would you consider if you could no longer care for yourself?

(N=302)

• Even though family support is important for seniors, moving in with family would not be their top choice if they were no longer able to care for themselves

Don't know

Living in a nursing home 20

Hiring a paid caregiver

Moving in with a family member or friend

Receiving help from community programs

Moving to an assisted living community

10%

20%

32%

36%

40%

48%

HEALTH AND WELLNESS

45

Q46 (For 2014 60+, 2014 18-59). Who is the most influential person in your life encouraging you to stay healthy or get healthier?

Seniors are most likely to say that their motivation to stay or get healthy comes from themselves

Who is the most influential person in your life encouraging you to stay healthy or get healthier?

39%

26%

15%

7%3% 2% 1% 0%

6%

1%

43%

20%16%

4% 3%0%

2% 1%

10%

0%

60+ 2014

18-59 2014

Nearly 4 in 10 seniors have not done anything to reduce the chance of fall in the past year

46

*Not showing “don’t know”Q51a (For 2014 60+). In the past 12 months, which of the following have you done to reduce your chance of a fall? Among All. Q32 (For 2013 60+). In the past 12 months, which of the following have you done to reduce your chance of a fall? Among All.

In the past 12 months, which of the following have you done to reduce your chance of a fall?

(N=491)

37%

30%

22%

11% 11%

6%8%

39%37%

28%

22%

13% 12%

3%5%

43%

60+ 2014 60+ 2013

More seniors than last year say they exercise daily

47

60+ 2014

60+ 2013

16%

18%

8%

8%

17%

18%

21%

28%

37%

26%

*Not showing “don’t know”Q47 (For 2014 60+). How often do you typically exercise for 30 minutes or more? Among All. Q33 (For 2013 60+). How often do you typically exercise for 30 minutes or more? Among All.

How often do you typically exercise for 30 minutes or more?

(N=489)

NeverOnce / twice

a week

Less than

once a week

More than twice a week but not

every day

Every day

More seniors than last year say they have set specific goals to manage their health

48

Q48 (For 2014 60+). In the past 12 months, did you set one or more specific goals to manage your health? Among All.Q34 (For 2013 60+). In the past 12 months, did you set one or more specific goals to manage your health? Among All.

47%51%

1%60+ 2013

Yes No Don’t Know

In the past 12 months, did you set one or more specific goals to manage your health?

(N=489)

53%46%

1%60+ 2014

Yes No Don’t Know

Nearly half of seniors say it is easy to achieve their health goals

49

*Not showing “don’t know”Q49 (For 2014 60+, 2014 18-59). IF SET HEALTH GOALS: How easy or difficult is it to achieve your health goals?

IF SET HEALTH GOALS: How easy or difficult is it to achieve your health goals?

Very difficult

Neither easy nor difficult

Somewhat

difficult

Somewhat easy

Very easy

25%

31%

13%

16%

11%

11%

39%

32%

11%

9%60+ 2014

18-59 2014

50

Q50 (For 2014 60+, 2014 18-59). IF SET HEALTH GOALS: What goals did you set to manage your health? you] need to live alone?

IF SET HEALTH GOALS: What goals did you set to manage your health? (Ranked by 60+ 2014)

60+ 2014(N=260)

18-59 2014

(N=438)

Eat healthier 37% 41%

Lose weight 30% 30%

Live a more physically active lifestyle 24% 32%

Visit my doctor regularly 12% 7%

Take necessary medication regularly 12% 5%

Go to the gym twice a week 8% 13%

Get more sleep 7% 8%

Take more vitamins 6% 6%

Quit smoking 4% 4%

Quit drinking 2% 4%

Other 14% 17%

Don't know 2% 2%

Top health goals are a healthier diet, weight loss and more physical activity

4 in 10 seniors say that a balanced diet and regular exercise are equally important

51

60+ 2014

18-59 2014

42%

30%

2%

1%

20%

31%

36%

37%

*Not showing “don’t know”Q51 (For 2014 60+, 2014 18-59). Which is more important in maintaining your health, a balanced diet or regular exercise?

Which is more important in maintaining your health, a balanced diet or regular exercise?

Both are equally important

Regular exercise

Neither

A balanced diet

About half of seniors nationally say they have created a will or designated a power of attorney for health care

52

Q52 (For 2014 60+). Have you taken any of the following steps to plan for your care at the end-of-life? Among All. Q39 (For 2013 60+). Have you taken any of the following steps to plan for your care at the end-of-life? Among All.

Have you taken any of the following steps to plan for your care at the end-of-life?

(Ranked by Seniors 60+ 2014)

Spoke

n with

love

d ones co

ncern

ing y...

Created

adva

nce dire

ctive

s such

...

Share

d your a

dvance

d directi

ve...

Designated

a power

of attorn

ey or ..

.

Paid/p

lanned

for s

ervice

s des

ire...

Share

d your a

dvance

d directi

ves w

i...

Don't wan

t to plan/th

ink ab...

None of t

he above

Don't know

58%53% 50%

44%

31% 28%

10% 13%

0%

62%54%

49%

31%

8%12%

1%

60+ 2014 60+ 2013

N/A N/A

• Among those that did receive help, many were not asked for their input

One in three seniors have prescriptions from more than one doctor; among those with multiple prescriptions, most report that their doctors review their

medications at every visit

53

*Not showing “don’t know”Q53 (For 2014 60+). Do you have prescriptions from more than one doctor?Q54 (For 2014 60+). IF YES: How many?Q55 (For 2014 60+). IF YES: Do the doctors prescribing medications review the other medications you are taking each time you visit with them?

Do you have prescriptions from more than one

doctor?

35%

64%

1%60+ 2014

Yes No Don’t Know

Two Three Four Five More than five

Don't know

45%

22%

11%6%

13%

4%

60+ 2014

IF YES: How many?(N=171)

IF YES IF YES: Do the doctors prescribing medications review the other medications you are taking each time you visit with

them?

Yes No Don’t Know

92%

7% 1%

60+ 2...


Nearly 4 in 10 seniors never discuss their medications with their pharmacist when picking up their prescription

54

*Not showing “don’t know”Q56 (For 2014 60+). When picking up your prescriptions, how often do you and your pharmacist speak about the medications you are taking and any potential problems such as out of date prescriptions, conflicts with other medications you have taken in the past or side effects of taking these medications?Q57 (For 2014 60+). IF ALWAYS, SOMETIMES, OR RARELY: Who usually initiates these conversations, you or your pharmacist?

When picking up your prescriptions, how often do you

and your pharmacist speak about the medications you are

taking and any potential problems such as out of date prescriptions, conflicts with other medications you have

taken in the past or side effects of taking these medications?

IF ALWAYS, SOMETIMES, OR RARELY: Who usually initiates these conversations, you

or your pharmacist?

IF ALWAYS, SOMETIMES

, OR RARELY

60+ 2014

39%

15%

21%

21%

Always

Some-times

Rarely

Never

40%

53%

7%60+ 2014

You Your pharmacistDon’t Know


Most seniors are comfortable asking for lower cost drug options and most say they are never confused about what medication to take

55

*Not showing “don’t know”Q58 (For 2014 60+). How comfortable do you feel asking your health care provider to prescribe generic medications, or discussing lower cost drug options when you are getting a prescription?Q59 (For 2014 60+). How often do you get confused about what medications to take?

How comfortable do you feel asking your health care provider to prescribe generic medications, or discussing lower cost drug options

when you are getting a prescription?79%

9% 5% 2% 2%

60+ 2014

Always Sometimes Rarely Never

2% 4%12%

80%

60+ 2014

How often do you get confused about what medications to take?

56

Q60 (For 2014 60+, 2014 18-59). Which of the following is most important to you with respect to your health care providers?ou] need to live alone?

Which of the following is most important to you with respect to your health care providers? (Ranked by 60+ 2014)

60+ 2014 18-59 2014

They treat me with honesty and respect 27% 24%

They’re knowledgeable about my medical history 19% 20%

They’re proactively engages in managing my health 19% 18%

They have access to the best technology 7% 12%

They have a good bedside manner 5% 6%

They are cost conscious 4% 5%

They adhere to treatment guidelines 1% 1%

Other 13% 11%

Don't know 4% 3%

Seniors most value respect and honesty in their health care providers

Most expect their health care costs to increase in the next five to 10 years

57

Decrease significa

ntly

Stay about

the same

Decrease somewha

t

Increase somewhat

Increase significa

ntly

When thinking about the next five to 10 years, do you expect your health care costs to increase significantly, increase somewhat, stay

about the same, decrease somewhat, or decrease significantly?

*Not showing “don’t know”Q61 (For 2014 60+, 2014 18-59). When thinking about the next 5-10 years, do you expect your health care costs…?

60+ 2014

18-59 2014

27%

28%

33%

33%

31%

31%

5%

3%

2%

1%

The majority of seniors say it would be helpful if their Primary Care Physician could take on more responsibilities for specialized care

58

*Not showing “don’t know”Q62 (For 2014 60+, 2014 18-59). If Primary Care Physicians took on more responsibility for specialized care that you would otherwise receive from a specialist such as a cardiologist or endocrinologist, how helpful would that be in managing your health?

If Primary Care Physicians took on more responsibility for specialized care that you would otherwise receive from a

specialist such as a cardiologist or endocrinologist, how helpful would that be in managing your health?

Not at all helpful

Somewhat helpful

Not very helpful

Very helpful

35%

31%

32%

34%

15%

10%

15%

17%60+ 2014

18-59 2014

Most seniors also say they understand the cost of their health care treatment well

59

*Not showing “don’t know”Q63 (For 2014 60+, 2014 18-59). How well do you understand the cost of your health care treatment before you receive it?

How well do you understand the cost of your health care treatment before you receive it?

Not well at all

Somewhat

well

Not very well

Very well

37%

35%

39%

47%

14%

9%

8%

6%60+ 2014

18-59 2014


Many seniors say they research the cost of health care services prior to receiving treatment

60

*Not showing “don’t know”Q64 (For 2014 60+, 2014 18-59). Prior to receiving treatment, do you seek out information about the cost of your treatment from your health care providers, your insurance company, both or neither?Q65 (For 2014 60+, 2014 18-59). Would you like to receive more information about the cost of your health care before you are treated?

Prior to receiving treatment, do you seek out information about the cost of your treatment from your health

care providers, your insurance company, both or neither?

Would you like to receive more information about the cost of your health care before

you are treated?

12%

5%

33%

47%

9% 9%

40% 40%

60+ 2014 18-59 2014

54%43%

3%60+ 2014

Yes

No

Don't know

65%

34%

1%18-59 2014

• A majority of seniors would like more information about costs before treatment

Most seniors value the role of their health insurance provider in helping them with their health and wellness

61

*Not showing “don’t know”Q66 (For 2014 60+, 2014 18-59). How important of a role does your health insurance provider play in helping with your health and wellness?

How important of a role does your health insurance provider play in helping with your health and wellness?

Not at all importan

t

Somewhat

important

Not very importan

t

Very important

34%

30%

43%

48%

9%

9%

12%

11%60+ 2014

18-59 2014

Most seniors are confident that they are prepared for changes in their health as they age

62

*Not showing “don’t know”Q67 (For 2014 60+, 2014 18-59). How confident are you that you are prepared for changes in your health as you age?

How confident are you that you are prepared for changes in your health as you age?

Not at all confident

Somewhat

confident

Not very confident

Very confident

52%

47%

30%

38%

10%

9%

7%

5%60+ 2014

18-59 2014


Most seniors value annual wellness visits

63

*Not showing “don’t know”Q68 (For 2014 60+). How helpful is it to have annual wellness visits with your health care provider to help manage your health?

How helpful is it to have annual wellness visits with your health care provider to help manage your health?

Very helpful Somewhat helpful Not very helpful Not at all helpful

52%

26%

5%12%

60+ 2014

A majority of seniors say it would be helpful to have access to electronic health records

64

*Not showing “don’t know”Q70 (For 2014 60+, 2014 18-59). How helpful would it be to have access to an electronic health record that you can access online, which contains your medical history, information about your prescriptions, etc.?

How helpful would it be to have access to an electronic health record that you can access online, which contains your medical history,

information about your prescriptions, etc.?

Not at all helpful

Somewhat

helpful

Not very helpful

Very helpful

26%

33%

44%

32%

8%

10%

20%

34%60+ 2014

18-59 2014


Among seniors with caregivers, almost all say their caregiver has access to their medical records

65

Q71 (For 2014 60+). IF HAVE CAREGIVER: Does the person who helps you have access to up to date information regarding your health care needs, such as your insurance information, medical records or your doctor’s contact information?Q72 (For 2014 18-59). Do you have access to up to date information regarding the health care needs of your family members, such as your insurance information, medical records or your doctor’s contact information?

IF HAVE CAREGIVER: Does the person who helps you have access

to up-to-date information regarding your health care needs, such as

your insurance information, medical records or your doctor’s contact

information?

Do you have access to up-to-date information regarding the health care needs of your family members, such as

your insurance information, medical records or your doctor’s contact

information?

78%

21%

2%18-59 2014

Yes

No

Don’t Know

88%

11% 1%60+ 2014

YesNoDon’t Know


Most seniors have not been referred to local health and wellness resources by their health provider

66

Q73 (For 2014 60+). Has your health provider ever referred you to local resources that provide medication management, nutrition, transportation and/or wellness programs?

Has your health provider ever referred you to local resources that provide medication management, nutrition, transportation

and/or wellness programs?

19%

80%

2%60+ 2014

YesNoDon’t Know


Most seniors say their health care professionals work together to coordinate their care

67

Q75 (For 2014 60+). IF SEEN MORE THAN 1 HEALTH CARE PROFESSIONAL: Do your health professionals coordinate with one another about your health care?

IF SEEN MORE THAN 1 HEALTH CARE PROFESSIONAL: Do your health professionals coordinate with one another about your

health care?

71%

20%

9%

60+ 2014

YesNoDon’t Know

A large majority of seniors have seen a Primary Care Physician in the past year, but very few have seen a geriatrician

68

*Not showing “don’t know”Q74 (For 2014 60+). Which of the following types of health care professionals have you seen in the past year? Please tell me all that apply. Among all Q41 (For 2013 60+). Which of the following types of health care professionals have you seen in the past year? Please tell me all that apply. Among all

Which of the following types of health care professionals have you seen in the past year?

Primary care physician

Physician's assistant or nurse practitioner

Dentist

Ophthalmologist or other eye doctor

Specialist such as a cardiologist or endocrinologist

Emergency room doctor

Geriatrician

Nurse practitioner

None of the above

Other

81%

33%

60%

58%

39%

20%

3%

25%

4%

9%

88%

N/A

60%

60%

36%

N/A

4%

N/A

3%

N/A

2013 60+

2014 60+


More than half of seniors with chronic illnesses say their health condition(s) does not impact their every day life

69

*Not showing “don’t know”Q77 (For 2014 60+). IF AT LEAST 1 CHRONIC ILLNESS: How much do your health conditions impact your ability to do the things you want every day? Q78 (For 2014 60+). IF AT LEAST 1 CHRONIC ILLNESS: How much support do you receive from your family members, and/or friends, and/or spouse to help manage your health conditions?

IF AT LEAST 1 CHRONIC ILLNESS: How much do your health conditions impact your ability to do the things you want every day? (N=880)

A great deal Some Not very much Not at all

18%

26% 25%31%

60+ 2014

A great deal Some Not very much support

No support at all

36%

27%

13%

22%

60+ 2014

IF AT LEAST 1 CHRONIC ILLNESS: How much support do you receive from your family members, and/or friends, and/or spouse to help manage your health

conditions? (N=880)

COMMUNITY PREPAREDNESS

More seniors feel that their community is prepared for a growing senior population compared to last year, but younger adults are less likely to agree

71

Q79 (For 2014 60+, 2014 18-59). Do you feel your community – meaning the city/town you live in – is doing enough to prepare for the needs of a growing senior population? Among All.Q58 (For 2013 60+, 2013 18-59). Do you feel your community – meaning the city/town you live in – is doing enough to prepare for the needs of a growing senior population? Among All.

49%33%

18%

60+ 2013

41%

45%

14%18-59 2013

Do you feel your community – meaning the city/town you live in – is doing enough to prepare for the needs of a growing

senior population?

54%30%

16%60+ 2014

Yes

No

Don’t Know

43%

42%

15%18-59 2014

Yes

No

Don't Know

72

Q80 (For 2014 60+). What services do you anticipate needing as you age? Please tell me all that apply. ] need to live alone?

What services do you anticipate needing as you age? Please tell me all that apply.

60+ 2014(N= 493)

Support doing maintenance on your house 40%

Support with transportation 39%

Support with long-term care, which might include home care, assisted living, adult daycare, etc.

36%

Support managing your health and wellness 29%

Support managing your nutrition and/or meals 24%

Support to stay socially connected 24%

Support managing disease prevention 19%

Support exploring housing options 17%

Support managing your finances 15%

Support getting around your home 14%

Other 11%

Don't know 15%

Seniors anticipate needing the most help with home maintenance and transportation

73

Q81 (For 2014 60+). Which of the following needs, if any, does your community help meet for its older citizens?alone?

Which of the following needs, if any, does your community help meet for its older citizens?

60+ 2014(N=507 )

Support with transportation 48%

Support managing your nutrition and/or meals 41%

Support to stay socially connected 41%


38%

Support managing your health and wellness 32%

Support managing disease prevention 26%

Support exploring housing options 25%

Support doing maintenance on your house 22%

Support getting around your home 21%

Support managing your finances 13%

Other 8%

Don't know 23%

While nearly half of seniors nationally say their community is currently helping with transportation, only 22 percent say the same for home

maintenance


More than half of seniors say they have adequate access to transportation and quality health care; fewer say they have adequate access to affordable housing

options

74

Q82 (For 2014 60+, 18-59 2014). Do you think your community provides seniors with adequate access to transportation?Q83 (For 2014 60+, 18-59 2014). Do you think your community provides seniors with adequate access to affordable housing options?Q84 (For 2014 60+, 18-59 2014). Do you think your community provides seniors with adequate access to affordable quality health care?

Do you think your community provides seniors

with adequate access to transportation?

59%26%

15%60+ 2014

YesNoDon’t Know

56%32%

12%18-59 2014

YesNoDon’t Know

39%

33%

28%

60+ 2014

44%

37%

20%

18-59 2014

Do you think your community provides seniors

with adequate access to affordable housing options?

Do you think your community provides

seniors with adequate access to quality health

care?

59%22%

20%

60+ 2014

58%27%

15%18-59 2014


Most seniors say they would rely on friends and family for rides if they were no longer able to get around on their own

75

Q85 (For 2014 60+).If you are or were no longer able to drive, how would you get around? Please tell me all that apply.

If you are or were no longer able to drive, how would you get around? Please tell me all that apply.

81%

38% 37%

8%2%

60+ 2014

ROLE OF TECHNOLOGY

Seniors continue to say that it is important to use technology

77

*Not showing “don’t know”Q86 (For 2014 60+, 2014 18-59). How important is it that seniors use technology? Among All. Q62 (For 2013 60+, 2013 18-59). How important is it that seniors use technology? Among All.

How important is it that seniors use technology?

Not at all importan

t

Somewhat important

Not very importan

t

Very important

46%

46%

38%

38%

42%

37%

45%

42%

7%

8%

7%

8%

4%

5%

7%

9%60+ 2014

18-59 2014

18-59 2013

60+ 2013


But most seniors are concerned with online scams and having their information misused by companies

78

*Not showing “don’t know”Q87 (For 2014 60+). How concerned are you about being taken advantage of through online scams?Q88 (For 2014 60+). How concerned are you about companies misusing the information you share with them online?

How concerned are you about being taken advantage of through online scams?

Very concerned Somewhat concerned

Not very concerned Not at all concerened

30%

20%

13%

29%

60+ 2014

How concerned are you about companies misusing the information you share with them online?

Very concerned Somewhat concerned

Not very concerned Not at all concerened

39%

28%

8%14%60+ 2014

OVERSAMPLED COHORTS

Eight percent of seniors nationally are “socially isolated” – defined as living alone and experiencing feelings of loneliness

80

Q4 (For 2014 60+). Who else lives in your home with you? Among All. Q5 (For 2014 60+). How often do you feel lonely or isolated from others? Among All.

Seniors nationally living

alone

Seniors nationally

feeling lonely

29% 21%8%


Socially-isolated seniors are more likely to say the past year has been worse than normal and are less optimistic about their life getting better in the next

decade

81

In general, would you say the past year of your life has been...?

When thinking about the next five to 10 years, do you expect your overall quality of life to get much better, somewhat better, stay

about the same, get somewhat worse, or get much worse?

60+ 2014 Low-Income Seniors Socially-Isolated Seniors5% 7% 13%

17% 13%

29%

53% 60%

48%

19% 13%8%5% 5% 2%

The best yet

Better than normal

Normal

Worse than normal

The worst yet

60+ 2014 Low-Income Seniors Socially-Isolated Seniors

5% 6% 9%16% 14%

21%

49% 55%45%

17% 11% 16%11% 11% 5%

Much better

Somewhat better

Stay about the same

Somewhat worse

Much worse

*Not showing “don’t know”Q 6 (For 2014 60+), In general, would you say the past year of your life has been…? Among All.Q7 (For 2014 60+). When thinking about the next 5-10 years, do you expect your overall quality of life to get…? Among All.


While socially-isolated seniors are more likely to say their health in the past year has been worse than normal, they are more optimistic that their health will improve in the next decade

compared with seniors nationally

82

With regard to your health, would you say the past year of your life has been...?

When thinking about the next five to 10 years, do you expect your health to get much better, get somewhat better, stay about the

same, get somewhat worse, or get much worse?


4% 8% 12%19% 17%

27%

58% 60%50%

16% 9% 8%2% 6% 2%

The best yet

Better than normal

Normal

Worse than normal

The worst yet


4% 4% 8%

21% 23% 22%

55% 52% 43%

10% 11% 15%7% 8% 6%

Much better

Somewhat better

Stay about the same

Somewhat worse

Much worse

*Not showing “don’t know”Q9 (For 2014 60+). With regard to your health, would you say the past year of your life has been…? Among All.Q10 (For 2014 60+). When thinking about the next 5-10 years, do you expect your health…? Among All.


Low-income and socially-isolated seniors find in-home visits more helpful compared with seniors nationally

83


44% 39%29%

15%9%

10%

22%

10% 23%

17%

36%32% Very helpful

Somewhat helpful

Not very helpful

Not at all helpful

*Not showing “don’t know”Q69 (For 2014 60+). How helpful would it be to have a health care provider visit you in your home to better manage your health between annual visits;, rather than going to the doctor’s office?

How helpful would it be to have a health care provider visit you in your home to better manage your health between annual visits, rather than

going to the doctor’s office?

Low-income and socially-isolated seniors say they have done less preparation for their senior years than seniors nationally

84

How much preparation have you done for your senior years?


11%22% 16%

14%

26%

17%

43%

35%

45%

30%15% 19%

A great deal of prepara-tion

Some preparation

Little preparation

No preparation

*Not showing “don’t know”Q12 (For 2014 60+). How much preparation have you done for your senior years? Among All.


Socially-isolated seniors say they have greater difficulty paying monthly bills than seniors nationally

85

In general, based on your current income and savings, how easy or difficult is it for you to pay your monthly living

expenses? Is it...

60+ 2014 Socially-Isolated Seniors4% 6%13%

24%11%

13%

33%

28%

36%26%

Very easy

Somewhat easy

Neither easy or difficult

Somewhat difficult

Very difficult

Q20 (For 2014 60+). In general, based on your current income and savings, how easy or difficult is it for you to pay your monthly living expenses? Is it... Among All


Low-income seniors also say they have greater difficulty paying monthly bills than seniors nationally

86

In general, based on your current income and savings, how easy or difficult is it for you to pay your monthly living

expenses? Is it...

60+ 2014 Low-Income Seniors4% 10%13%

23%11%

14%33%

33%

36%

20%

Very easy

Somewhat easy


Somewhat difficult

Very difficult

Q20 (For 2014 60+). In general, based on your current income and savings, how easy or difficult is it for you to pay your monthly living expenses? Is it... Among All


Socially-isolated seniors are more concerned about having enough savings, being able to remain in their home, and needing help from their community

than seniors nationally

87

How concerned are you…(Showing very + somewhat concerned, ranked by 60+ 2014)

60+ 2014Low-

Income Seniors


That your savings and income will be sufficient to last for the rest of your life

49% 53% 58%

That you could afford a licensed caregiver in your home or assisted living if needed

41% 32% 46%

That you could afford a nursing home if needed 39% 30% 44%

About being able to stay in your current home for as long as you’d like

29% 34% 52%

About needing help from community programs to assist with meals, transportation, and/or home care

26% 25% 36%

About needing financial support from family members as you age

19% 24% 25%

Being able to continue working as long as you would like 17% 14% 20%

• Low-income seniors are less concerned about being able to afford a licensed in-home caregiver or a nursing home than seniors nationally

g21MA (For 2014 60+). How concerned are you…[INSERT FROM SERIES]? Are you…?


Despite feelings of loneliness, socially-isolated seniors are more likely to want to continue living in their current home for the rest of their lives than seniors

nationally

88

Do you intend to continue living in your current home for the rest of your life?


77% 77%

84%

Yes

Would you prefer to live alone, or with family members for the remainder of your senior years? (Ranked by 60+ 2014)

60+ 2014Low-

Income Seniors


Alone 53% 72% 87%With family members 41% 23% 8%Neither 3% 3% 2%

• Socially-isolated seniors are more likely to prefer living alone than with family members for their remaining years, compared with seniors nationally

*Not showing “don’t know”Q30 (For 2014 60+). Do you intend to continue living in your current home for the rest of your life?Q39 (For 2014 60+). Would you prefer to live alone, or with family members for the remainder of your senior years?


Yet, socially-isolated seniors are less likely to say it is easy to live alone than seniors nationally

89

*Not showing “don’t know”Q41 (For 2014 60+). IF LIVE ALONE: How easy or difficult is it to live alone?

IF LIVE ALONE: How easy or difficult is it to live alone?

60+ 2014 Low-Income Seniors Socially-Isolated Seniors3% 3% 3%

11% 7%22%

12%8%

13%23%

24%

31%

49%57%

28%Very easy

Somewhat easy


Somewhat difficult

Very difficult


Low-income seniors are less likely to say they have set health goals in the past year than seniors nationally

90

In the past 12 months, did you set one or more specific goals to manage your health?


53%

39%47%

Yes

Q48 (For 2014 60+). In the past 12 months, did you set one or more specific goals to manage your health? Among All.


Low-income seniors are less likely to think health care costs will increase in the next decade than seniors nationally

91

When thinking about the next five to 10 years, do you expect your health care costs to increase significantly, increase somewhat, stay

about the same, decrease somewhat, or decrease significantly?


1% 1%3% 2%2%

28%38%

23%

33%27%

34%

31% 27%34% Increase significantly

Increase somewhat

Stay about the same

Decrease somewhat

Decrease significantly

*Not showing “don’t know”Q61 (For 2014 60). When thinking about the next 5-10 years, do you expect your health care costs to…?


Low-income seniors are not as convinced that their community is prepared for the needs of a growing senior population as seniors nationally

92


senior population?


54%44%

52%

Yes

Q79 (For 2014 60+). Do you feel your community – meaning the city/town you live in – is doing enough to prepare for the needs of a growing senior population? Among All.


Both low-income and socially-isolated seniors are more likely to say they will need help with transportation as they age than seniors nationally

93

What services do you anticipate needing as you age? Please tell me all that apply. (Ranked by 60+ 2014)

60+ 2014Low-

Income Seniors


Support doing maintenance on your house 40% 29% 42%

Support with transportation 39% 53% 48%


36% 40% 37%

Support managing your health and wellness 29% 34% 31%

Support managing your nutrition and/or meals 24% 22% 28%

Support to stay socially connected 24% 23% 32%

Support managing disease prevention 19% 21% 17%

Support exploring housing options 17% 14% 17%

Support managing your finances 15% 17% 16%

Support getting around your home 14% 25% 15%

Other 11% 14% 7%

Don't know 15% 11% 13%

Q80 (For 2014 60+). What services do you anticipate needing as you age? Please tell me all that apply.] need to live alone?


Socially-isolated seniors are less likely to say their community provides transportation support than seniors nationally

94

Which of the following needs, if any, does your community help meet for its older citizens? (Ranked by 60+ 2014)

60+ 2014Low-

Income Seniors


Support with transportation 48% 50% 36%

Support managing your nutrition and/or meals 41% 43% 27%

Support to stay socially connected 41% 36% 31%


38% 43% 30%

Support managing your health and wellness 32% 38% 20%

Support managing disease prevention 26% 33% 12%

Support exploring housing options 25% 32% 16%

Support doing maintenance on your house 22% 36% 14%

Support getting around your home 21% 28% 12%

Support managing your finances 13% 18% 8%

Other 8% 8% 18%

Don't know 23% 30% 25%

Q81 (For 2014 60+). Which of the following needs, if any, does your community help meet for its older citizens? ] need to live alone?


Both low-income and socially-isolated seniors are less likely to say using technology is important compared with seniors nationally

95


9% 13% 12%8%

13% 9%

38%31%

34%

42% 35% 37% Very important

Somewhat important

Not very important

Not at all important

*Not showing “don’t know”Q86 (For 2014 60+). How important is it that seniors use technology? Among All.

How important is it that seniors use technology?

OVERSAMPLED REGIONS


Seniors living in Newark and Cleveland are less likely to say the past year has been better than normal but are nearly as optimistic for the future as seniors

nationally

97

In general, would you say the past year of your life has been...?

When thinking about the next five to 10 years, do you expect your overall quality of life to get much better, somewhat better, stay about the same, get somewhat

worse, or get much worse?

60+ 2014 Dallas Seniors Newark Seniors Cleveland Seniors5% 8% 7% 4%

17% 17% 21% 24%

53% 48%54% 55%

19% 17%12% 13%

5% 9% 5% 3%

The best yet

Better than normal

Normal

Worse than normal

The worst yet

60+ 2014 Dallas Seniors Newark Seniors Cleveland Seniors

5% 3% 3% 4%16% 14% 19% 17%

49% 55% 49% 54%

17% 15% 17% 16%11% 10% 8% 8%

Much better

Somewhat better

Stay about the same

Somewhat worse

Much worse

*Not showing “don’t know”Q6 (For 2014 60+), In general, would you say the past year of your life has been…? Among All.Q7 (For 2014 60+). When thinking about the next 5-10 years, do you expect your overall quality of life to get…? Among All.


Seniors in Newark and Cleveland are less likely to say their health has been better than normal in the past year, but they are nearly as optimistic about their future health as

seniors nationally

98

With regard to your health, would you say the past year of your life has been...?

When thinking about the next five to 10 years, do you expect your health to get much better, get somewhat better, stay about the same, get somewhat worse,

or get much worse?


4% 8% 8% 6%19%

21% 18% 20%

58% 54% 64% 62%

16% 13% 10% 12%2% 3% 1%

The best yet

Better than normal

Normal

Worse than normal

The worst yet

60+ 2014 Dallas Seniors Newark Seniors Cleveland Seniors4% 3% 4% 2%21% 21% 24% 20%

55% 55% 56% 62%

10% 12% 7% 9%7% 6% 6% 5%

Much better

Somewhat better

Stay about the same

Somewhat worse

Much worse

*Not showing “don’t know”Q9 (For 2014 60+). With regard to your health, would you say the past year of your life has been…Among All.Q10 (For 2014 60+). When thinking about the next 5-10 years, do you expect your health to get…? Among All.


Dallas seniors are less concerned about having enough savings and income and needing help from their community than seniors nationally

99

How concerned are you……(Showing very + somewhat concerned, ranked by 60+ 2-14)

60+ 2014

Dallas Seniors

Newark Seniors

Cleveland

Seniors

That your savings and income will be sufficient to last for the rest of your life

49% 37% 47% 45%

That you could afford a licensed caregiver in your home or assisted living if needed

41% 31% 40% 36%

That you could afford a nursing home if needed 39% 37% 33% 38%

About being able to stay in your current home for as long as you’d like

29% 29% 35% 36%

About needing help from community programs to assist with meals, transportation, and/or home care

26% 17% 23% 22%

About needing financial support from family members as you age

19% 16% 19% 13%

Being able to continue working as long as you would like

17% 11% 15% 14%

Q21MA (For 2014 60+). How concerned are you…[INSERT FROM SERIES]? Are you…?


Newark seniors are less likely to say they intend to continue living in their current home than seniors nationally

100

Do you intend to continue living in your current home for the rest of your life?


77% 82%64%

81%

Yes

Would you prefer to live alone, or with family members for the remainder of your senior years? (Ranked by 60+ 2014)

60+ 2014

Dallas Seniors

Newark Seniors

Cleveland Seniors

Alone 53% 68% 59% 62%With family members 41% 29% 34% 30%Neither 3% 1% 4% 3%

• Dallas and Cleveland seniors are more likely to intend on continuing to live in their home than seniors nationally

• Seniors in all three oversampled markets are more likely to prefer to live alone than seniors nationally

*Not showing “don’t know”Q30 (For 2014 60+). Do you intend to continue living in your current home for the rest of your life?Q39 (For 2014 60+). Would you prefer to live alone, or with family members for the remainder of your senior years?


Seniors living alone in Newark are less likely to expect to live alone for the rest of their life than seniors nationally

101

IF LIVING ALONE: Do you expect to live alone for the rest of your life?


81% 82%

74%

87%

Yes

• Newark seniors living alone find it more difficult to live alone than seniors nationally living alone

IF LIVE ALONE: How easy or difficult is it to live alone?


3% 2% 1%11% 13% 21% 14%

12% 10%19%

13%

23% 21%

23%32%

49% 54%37% 40% Very easy

Somewhat easy


Somewhat difficult

Very difficult

Q40 (For 2014 60+). IF LIFE ALONE: Do you expect to live alone for the rest of your life?Q41 (For 2014 60+). IF LIVE ALONE: How easy or difficult is it to live alone


Seniors living in Dallas are less likely to say their communities are prepared for the needs of a growing senior population than seniors nationally

102


senior population?


54%

47%49%

52%

Yes

Q79 (For 2014 60+ and 2014 18-59). Do you feel your community – meaning the city/town you live in – is doing enough to prepare for the needs of a growing senior population? Among All.

MEDIA CONTACTS JESSICA PAPPAS, UNITEDHEALTHCARE(410) 735-8725, [email protected]

VANESSA SINK, NATIONAL COUNCIL ON AGING (202) 600-3131, [email protected]

DALLAS JAMISON, N4A(720) 333-1494, [email protected]

Documents

Full Research Findings June 2014. SURVEY OVERVIEW