Background
Informal caregiving is more important than ever because of an aging population, increasing healthcare expenditures, and the lifelong impact of chronic diseases. In 2013, seven developed countries established the International Alliance of Carer Organizations to advocate for caregivers’ health and to acknowledge their values. The priority action in their strategic plan is to increase awareness of caregiving, with a focus on who caregivers are and what they do worldwide [
1]. As a unique cohort due to the cultural shift and historical background [
2,
3], baby boomer caregivers provide more and longer caregiving for aging parents than ever before as life expectancies increase. In addition, they continue to support their grown children financially, even in adulthood [
4‐
9]. However, baby boomers’ position in the caregiving context is shifting from caregiver to care recipient [
3,
7] because they are aging as a population [
10], with high demands on their own health [
4,
5]. In 2015, average ages of informal caregivers and care recipients in the U.S. were 49 and 69 years old, respectively, which indicates that the next generation after baby boomers are expected to play a critical role in informal caregiving.
Caregiving provided by post baby boomers is expected to be different from that of previous generations because of change of culture and family systems. Post baby boomer caregivers were born into smaller families because of the introduction of contraceptives and grew up in a time when divorce rates were high [
11,
12]. Their mothers worked outside the home more compared to the mothers of earlier generations, which led to them being called “latchkey children” [
11,
12]. Parent-child relationships among post baby boomers are weaker than parent-child relationship among baby boomers because of parents’ divorces, remarriages, and multi-partnerships [
12,
13].
Although the unique characteristics of baby boomer caregivers are well established in terms of their health problems, financial hardships, and role perceptions [
5,
6,
14], healthcare providers and policy makers have paid less attention to upcoming caregivers who will care for baby boomers. Baby boomers might expect high levels of informal caregiving because they have provided their offspring strong support [
9,
15]. However, there is limited information on the next caregiving group after the baby boomer generation [
9,
11,
14]. Only two studies have examined generation differences between baby boomers and post baby boomers; however, they examined generational differences in self-rated health [
16] and work-family conflict [
17].
In addition, caregivers need to perform diverse roles across the life span in terms of family-work balance [
18]. Different factors of increasing burden of care seem to be associated with levels of family involvement, caregiving duties, and different challenges caregivers encounter at specific points in their lifespan [
19‐
21]. Younger caregivers want to be more active when participating in social activities, enjoying leisure, or performing working tasks compared to older caregivers, while older caregivers feel responsible for prioritizing the caregiving role rather than their social roles [
20,
22]. However, it is questionable whether this trend will continue, because of baby boomers’ unique characteristics in pursuing independence, autonomy, and strong healthcare needs [
4,
5]. Moreover, most previous studies examined informal caregivers of persons living with specific diseases, such as dementia [
23] and cancer [
24], thus it is difficult to apply study findings to the overall caregiving population [
23‐
25]. Therefore, the objectives of this study are to examine the sociodemographic and caregiving-related differences between baby boomer caregivers and post baby boomer caregivers and to compare the contributing factors to caregiver burden between two generations.
Results
Sociodemographic differences between baby boomer and post baby boomer caregivers
The average age of the caregivers was 42.25 (
SD = 13.78) and ranged from 18 to 68. The average age in the baby boomer group was 57.90 (
SD = 5.28), while that in the post baby boomer group was 34.75 (
SD = 9.00). The majority of caregivers were female, non-Hispanic Caucasian, married or partnered, had more than a high school education, were employed, and lived in urban areas. Half of the caregivers had an annual household income of more than $50,000 and were the care recipient’s child or grandchild (see Table
1). Compared to post baby boomer caregivers, baby boomer caregivers were likely to be non-Hispanic Caucasian, married or living with a partner, and living with more household income than $50,000 per year (
p ≤ 0.01). Employment during caregiving was lower in the baby boomer group than in the post baby boomer group (
χ
2
= 11.34,
p < 0.01). Baby boomer and post baby boomer caregivers were the care recipients’ child or grandchild; however, baby boomers were more likely to be a spouse or parent of the care recipient (
χ
2
= 37.20,
p < 0.01). There were no significant differences in gender, education, and residential area between the two generational groups.
Table 1
Comparison of sociodemographic characteristics of informal caregivers in the two generational groups
Gender | Male | 40.94 | 38.45 | 43.01 | 2.24 | 0.15 |
Female | 59.06 | 61.55 | 56.99 | | |
Race/ethnicity | NH Caucasian | 59.36 | 71.10 | 49.65 | 51.19 | < 0.001 |
NH African American | 13.48 | 9.49 | 16.78 | | |
Hispanic | 18.36 | 12.03 | 23.60 | | |
NH Asian or others | 8.80 | 7.38 | 9.97 | | |
Marital status | Married or partnered | 65.01 | 69.51 | 61.25 | 7.66 | 0.01 |
No partner | 34.99 | 30.49 | 38.75 | | |
Relation to the care-recipient | Spouse or partner | 8.03 | 10.55 | 5.95 | 37.20 | < 0.01 |
Parents or grandparents | 4.11 | 7.59 | 1.22 | | |
Child or grandchild | 54.49 | 50.21 | 58.04 | | |
Other relative | 19.41 | 19.41 | 19.41 | | |
Non-relative | 13.96 | 12.24 | 15.38 | | |
Education | Up to high school | 35.11 | 34.74 | 35.43 | 0.05 | 0.85 |
College level or higher | 64.89 | 65.26 | 64.57 | | |
Co-residence | Live with care-recipients | 32.75 | 31.06 | 34.16 | 1.12 | 0.32 |
Live separately | 67.25 | 68.94 | 65.84 | | |
Household poverty | Less than $50,000 | 46.70 | 40.21 | 52.10 | 14.73 | < 0.01 |
More than $50,000 | 53.30 | 59.79 | 47.90 | | |
Residence area | Urban | 84.73 | 83.16 | 86.04 | 1.67 | 0.23 |
Rural | 15.27 | 16.84 | 13.96 | | |
Caregivers spent an average of 24.42 (
SD = 29.18) hours weekly on caregiving. The baby boomer group spent 4 h more on caregiving (M = 25.76, SD = 29.43) than the post baby boomer group (M = 21.73, SD = 27.69,
p < 0.01). Baby boomers reported higher levels of caregiver burden (
M = 2.64,
SD = 1.03) compared to post baby boomers (
M = 2.56,
SD = 1.04,
p < 0.04). Both generational groups were currently providing caregiving, living separately from the care recipient, and taking care of adult care recipients only; however, these tendencies were stronger in baby boomer caregivers than in post baby boomer caregivers. Post baby boomers were likely to be primary caregivers rather than secondary caregivers, but they chose to be caregivers based on their own decision. Caring for both adult and child recipients was significantly higher in the post baby boomers (22.90%) compared to the baby boomer group (6.95%,
χ
2
= 50.00,
p < 0.001, see Table
2).
Table 2
Caregiving-related characteristics of informal caregivers between the two generational groups
Current caregiving | Currently providing | 54.87 | 58.74 | 51.66 | 5.26 | 0.02 |
Provided in the past 12 months | 45.13 | 41.26 | 48.34 | | |
Primary caregiving | Primary provider | 61.10 | 59.07 | 62.79 | 1.50 | 0.23 |
Non-primary provider | 38.90 | 40.93 | 37.21 | | |
Caregiving lack of choice | Lack of choice | 50.00 | 55.79 | 45.17 | 11.68 | < 0.01 |
Caregiving by choice | 50.00 | 44.21 | 54.83 | | |
Employed during caregiving | Employed during caregiving | 68.13 | 62.82 | 72.55 | 11.34 | < 0.01 |
Unemployed during caregiving | 31.87 | 37.18 | 27.45 | | |
Dual responsibility | Adult care only | 84.34 | 93.05 | 77.10 | 50.00 | < 0.001 |
Both adult and child care | 15.66 | 6.95 | 22.90 | | |
Model comparison of caregiver burden between two generational groups
As shown in Table
3, the model of caregiver burden for baby boomers significantly explained 18% of the variance, which was lower than 21% in the model for the post baby boomers (
p < 0.001) after controlling for age. In both generational groups, caregiving-related characteristics (Block 2) explained 2.5 times as much of the variance in caregiver burden as sociodemographic characteristics (Block 1). A comparison of the two generational groups was conducted by applying the model derived from the baby boomer group (direct
R
2
= 0.44) to the data from the post baby boomer group (crossed
R
2
= 0.44). However, two models were not statistically different (
Z = 1.16,
p = 0.25).
Table 3
Results of multiple regression analyses
Block 1. Sociodemographic factors | Gender | Female | −0.08 | 0.09 | −0.04 | −0.03 | 0.08 | −0.01 | 0.12 | −0.42 |
Race-ethnicity | NH African-Americans | −0.02 | 0.18 | 0.00 | 0.07 | 0.12 | 0.02 | 0.22 | −0.42 |
| Hispanics | −0.31* | 0.15 | −0.09 | − 0.13 | 0.10 | − 0.05 | 0.18 | −1.00 |
| NH Asian and others | 0.12 | 0.19 | 0.03 | −0.06 | 0.16 | −0.02 | 0.25 | 0.72 |
Marital status | Not married or partnered | 0.03 | 0.11 | 0.01 | −0.14 | 0.09 | −0.07 | 0.14 | 1.20 |
Relationship to the care recipient | Spouse | 0.31 | 0.23 | 0.09 | 0.47* | 0.22 | 0.11 | 0.32 | −0.50 |
| Child | 0.28 | 0.15 | 0.14 | 0.40** | 0.13 | 0.19 | 0.20 | −0.60 |
| Parent | 0.41 | 0.21 | 0.11 | 0.11 | 0.38 | 0.01 | 0.43 | 0.69 |
| Other relative | 0.09 | 0.17 | 0.04 | 0.32* | 0.15 | 0.12 | 0.23 | −1.01 |
Co-residence | Live separately | 0.10 | 0.12 | 0.05 | 0.11 | 0.10 | 0.05 | 0.16 | −0.06 |
Household poverty | Less than $50,000 yearly | 0.05 | 0.10 | 0.02 | 0.08 | 0.09 | 0.04 | 0.13 | −0.22 |
Block 2. Caregiving-related factors | Caregiving hours spent weekly | 0.17*** | 0.03 | 0.26 | 0.10*** | 0.03 | 0.16 | 0.04 | 1.65 |
Current caregiving | −0.02 | 0.09 | −0.01 | − 0.08 | 0.08 | − 0.04 | 0.12 | 0.50 |
Primary caregiving | −0.11 | 0.10 | −0.05 | 0.08 | 0.09 | 0.04 | 0.13 | −1.41 |
Caregiving lack of choice | 0.59*** | 0.09 | 0.29 | 0.65*** | 0.09 | 0.31 | 0.13 | −0.47 |
Employed during caregiving | 0.11 | 0.09 | 0.05 | −0.19* | 0.09 | −0.08 | 0.13 | 2.36* |
Dually responsible for adult and child care | 0.24 | 0.18 | 0.06 | 0.27** | 0.10 | 0.11 | 0.21 | −0.15 |
Adjusted R
2
| ΔR
2
for Block 1 | 0.05*** | 0.06*** | −0.27 |
ΔR
2
for Block 2 | 0.13*** | 0.15*** | −0.53 |
Total | 0.18*** | 0.21*** | 1.16 |
After controlling for caregivers’ socio-demographic characteristics including age, caregiving without choice was identified as the most significant factor between the two generational groups (β = 0.29 in baby boomer group and β = 0.31 in the post baby boomer group, p < 0.01) to similar degrees (Z = − 0.47, p = 0.32). The number of hours of caregiving was another common factor contributing to caregiver burden in both generational groups (β = 0.26 in the baby boomer group and β = 0.16 in the post baby boomer group, p < 0.01) to similar degrees (Z = 1.65, p = 0.05). Employment during caregiving showed a statistically significant difference (Z = 1.65, p = 0.05): the post baby boomers reported lower levels of burden when they were employed during caregiving; however, baby boomers reported a higher burden during employment.
In addition, few differences in individual factors were reported. First, Hispanic baby boomers reported lower levels of caregiver burden than non-Hispanic Caucasians (β = − 0.09, p = 0.04). Second, relationships between caregivers and care recipients were identified as a significant factor of caregiver burden in the post baby boomer group, but not for baby boomers. Compared to nonfamily caregivers, family caregivers in the post baby boomer group reported higher levels of burden when the care recipient was a spouse, child, or other relative (respectively, β = 0.11, 0.19, and 0.12; all p values < 0.01). In addition, the post baby boomer group reported higher levels of burden when they took care of both adults and children simultaneously compared to those responsible for adult care recipients only (β = 0.11, p < 0.01).
Discussion
In this study, caregiving-related factors were more likely to increase burden than sociodemographics, specifically, caregiving without choice and longer hours spent on caregiving in both generational groups. However, post baby boomers reported additional challenges during caregiving, such as dual responsibility of both adult and child care, unemployment, and a family relationship with the care recipient.
Caregiving by choice was the most important factor that determined the level of caregiver burden. Taking a caregiving role without choice is considered stressful regardless of the presence of secondary assistants or a co-resident situation [
10,
31]. It is important for caregivers to have the opportunity to voluntarily take on the role after they have considered the benefits in relation to the autonomy and self-determination they would give up by becoming a caregiver [
31]. After careful consideration, undecided or potential candidates would take on the caregiving role after evaluating the expected gains and losses to their own future plans [
10,
32].
Interestingly, our study findings show that the post baby boomers spent significantly less time on caregiving compared to baby boomers. Usually, a greater number of caregiving hours means a more severe medical condition or functional decline in the care recipient, which is considered an increasing factor of caregiving burden [
29,
31]. The use of formal health services among older baby boomers might also influence the time spent on caregiving in the post baby boomer group [
33]. However, another study has found no relationship between the number of hours and stress level during caregiving [
14]. Further research should use objective methods to measure the actual time spent, rather than relying on self-reporting by caregivers, to examine the unique effect of time spent on each care recipient.
Higher burden of care associated with dual caregiving responsibility was identified in the post baby boomer group. Recently, baby boomers have been moving into the aging population and out of the sandwich generation [
7]. Younger caregivers with dual responsibilities are at risk of feeling pressed for time and stressed because of the time management requirements of daily life [
7]. However, in our study, the tendency to spend less time on caregiving reflected their time management strategies, in contrast to a previous study, in which caregivers with dual responsibilities spent more time on caregiving [
8]. They might be proactive in requesting assistance from secondary caregivers, which decreases time spent on adult care [
34]. When considering the higher proportion of dually responsible caregivers in the post baby boomer group, younger caregivers might subtract the time spent on child care from the total time of caregiving because raising children is an expected role in their developmental stage [
8,
10]. Further studies should perform moderation analyses of caregiver burden in those with dual responsibilities, by generational group or resource use, as in a previous study [
8].
Unemployment was a unique factor contributing to caregiver burden in the post baby boomer group. The annual income of the post baby boomer caregivers was significantly lower than the baby boomer caregivers, although the majority of both generational groups were likely to be working during caregiving [
35]. A previous study reported that the strength of negative impact on caregiving burden varies depending on levels of income [
15]. Loss of regular income has been identified as a significant factor in decreasing financial security, livelihood, self-worth, and social interaction [
36,
37]. Thus, financial hardships may make the younger group feel vulnerable as part of their caregiver burden.
Post baby boomer caregivers reported a high burden when caring for any family member or relative except their parents. Historically, family members take on caregiver roles as a normative expectation and learn tasks without purposive effort [
5]. The predictable demands of child care were relatively acceptable and prepared them for performing specific tasks and roles. However, caring for young spouses and other relatives with diverse healthcare needs was less predictable and more likely to worsen over time across the caregiving trajectory [
31,
38]. Many post baby boomer caregivers are raised by a single parent. They may maintain family ties with their parents, but not with other family members or relatives because of changes in marital disruptions, weak family ties, and romantic patterns [
12,
13].
As the baby boomers have joined the aging population, it is necessary to revisit the current social policy programs that were mostly designed for baby boomer or older caregivers [
39,
40]. In addition, awareness programs should include the importance of voluntary decisions in taking caregiving roles and the ability to balance between gain and loss during caregiving [
31,
32]. For vulnerable caregivers, including those who had no choice in taking on their caregiving role and higher-hour caregivers, support to hire paid helpers, access to paid family leave benefits through their employers, cash compensation for their unpaid caregiving hours, and provision of an income tax credit for loss of work hours due to caregiving would be most helpful [
2]. A flexible work schedule and employer-sponsored day-care centers for both adult and child care recipients are also helpful for working caregivers [
6].
Our study has several limitations. First, the use of cross-sectional data limited the study’s ability to make predictive statements about the factors contributing to caregiver burden. Second, we used self-report data obtained from caregivers without information on care recipients. Third, age may affect all other independent variables because the two age groups (baby boomers and post baby boomers) occupy different stages of the life cycle. Future studies could consider dyadic relationships between caregivers and care recipients by adding information about the medical conditions of the care recipients. Longitudinal studies need to include validated multiple measures of psychological distress for comprehensive understanding of caregiver burden change over the lifetime within a specific age group.