Changes in life satisfaction when losing
one’s spouse: individual differences in
anticipation, reaction, adaptation and
longevity in the German Socio-economic
Panel Study (SOEP)
FRANK J. INFURNA*, MAJA WIEST†, DENIS GERSTORF‡§||,
NILAM RAM§||¶, JÜRGEN SCHUPP§**, GERT G. WAGNER§¶††
and JUTTA HECKHAUSEN‡‡
ABSTRACT
Losing a spouse is among the most devastating events that may occur in people’s
lives. We use longitudinal data from , participants in the German Socio-eco-
nomic Panel Study (SOEP) to examine (a) how life satisfaction changes with the ex-
perience of spousal loss; (b) whether socio-demographic factors and social and
health resources moderate spousal loss-related changes in life satisfaction; and (c)
whether extent of anticipation, reaction and adaptation to spousal loss are associated
with mortality. Results reveal that life satisfaction shows anticipatory declines about
two and a half years prior to (anticipation), steep declines in the months surround-
ing (reaction) and lower levels after spousal loss (adaptation). Older age was
associated with steeper anticipatory declines, but less steep reactive declines.
Additionally, younger age, better health, social participation and poorer partner
health were associated with better adaptation. Higher pre-loss life satisfaction, less
steep reactive declines and better adaptation were associated with longevity. The dis-
cussion focuses on the utility of examining the interrelatedness among anticipation,
reaction and adaptation to further our understanding of change in life satisfaction in
the context of major life events.
KEY WORDS –anticipation of major life events, bereavement, hedonic treadmill,
subjective wellbeing, German Socio-economic Panel Study, SOEP.
* Arizona State University, Tempe, USA.
†Evangelische Hochschule (EHB), Berlin, Germany.
‡Humboldt University Berlin, Germany.
§ German Institute for Economic Research (DIW Berlin), Germany.
|| Pennsylvania State University, University Park, USA.
¶ Max Planck Institute for Human Development, Berlin, Germany.
** Free University, Berlin, Germany.
†† Berlin University of Technology (TUB), Berlin, Germany.
‡‡ University of California, Irvine, USA.
Ageing & Society ,,–. © Cambridge University Press
doi:./SX
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Introduction
Spousal loss is among those major life events that may shape individuals’
developmental trajectories (Baltes and Nesselroade ; Diener, Lucas
and Scollon ; Holmes and Rahe ). Spousal loss is a relatively
common phenomenon, particularly for women in old age. For example,
in the United States of America some million Americans are widowed
at any given time (Elliott and Simmons ) and in Germany per
cent of individuals aged and older are widowed (Noll, Habich and
Schupp ). Several studies convincingly demonstrated that losing a
spouse is, on average, associated with dramatic declines in life satisfaction
(Bonanno et al. ; Lee and DeMaris ; Lucas et al. ; Ong,
Fuller-Rowell and Bonanno ) and is predictive of physical health
declines and earlier death (Elwert and Christakis ; Schulz and Beach
; Stroebe, Schut and Stroebe ). Although the majority of people
appear to be able to adjust to the loss, there are substantial individual differ-
ences in the extent to which individuals adapt to spousal loss (Bonanno
; Carr and Utz ; Infurna and Luthar in press).
Our study seeks to advance insight into the effects of spousal loss in three
ways. First, we explore the specific time-course of changes in life satisfaction
in relation to spousal loss. Second, we examine how socio-demographic
factors as well as social and health resources moderate changes in life satis-
faction in relation to spousal loss. Third, we examine the unique and shared
predictive effects of spousal loss-related changes in life satisfaction on mor-
tality. To do so, we capitalise on the strengths of longitudinal data from a
subset of bereaved participants in the German Socio-economic Panel
(SOEP) –a widely used long-running panel study that covers the full age
range of adulthood.
Change in life satisfaction with spousal loss
In the larger context of psychological research on life satisfaction, the
hedonic treadmill model (Brickman and Campbell )hasemergedas
an overarching model to examine whether major life events, such as
spousal loss, influence changes in wellbeing in adulthood and old age. The
hedonic treadmill model postulates that event-related changes in wellbeing
encompass reaction and adaptation (Diener, Lucas and Scollon ;
Frederick and Loewenstein ;Lucasa). Empirical reports focusing
on spousal loss are largely consistent with a distinction between reaction
and adaptation. For example, Lucas et al. () found that individuals typ-
ically exhibit sharp declines in life satisfaction in the year surrounding
spousal loss (reaction; −. standard deviation (SD)), with individuals
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typically reporting sustained lower levels of life satisfaction following spousal
loss and evidence to suggest that life satisfaction takes up to eight years to
return back to pre-loss levels (adaptation). Similar results have been observed
with other facets of subjective wellbeing, such as depressive symptoms,
anxiety, as well as positive and negative affect (Carr et al. ; Lee and
DeMaris ; Wade and Pevalin ). For example, Ong, Fuller-Rowell
and Bonanno () observed that compared to a matched control group,
individuals who experienced spousal loss exhibited significant declines in
positive emotions across a three-year period following spousal loss.
Conceptual models and empirical research on spousal loss and bereave-
ment suggest that changes in functioning as a result of losing a spouse
may be observable before the loss and may involve a certain extent of antici-
pation. The major approaches in this area agree that the months or years
prior to the spousal loss are characterised by pre-emptive changes (anticipa-
tion; see Glaser and Strauss ; Kastenbaum and Costa ), followed by
mourning and grief in the time surrounding spousal loss (reaction), and
culminating in a transformation involving both disengagement and connec-
tion (adaptation; Boerner and Heckhausen ). There are typically sub-
stantial between-person differences in such changes (Wortman and
Boerner ; Bonanno ; Infurna and Luthar in press; Wortman
and Silver ), with empirical evidence suggesting gender differences
in the ramifications of widowhood, which are typically the result of differ-
ences in the availability of resources (see Stevens ). For example,
men are more likely to show more profound declines in psychological well-
being (see Carr ; Naess, Blekesaune and Jakobsson ; Williams
), with possible explanations including men’s dependence on their
wives for emotional support and the maintenance of social contacts with
others and women’s generally stronger support networks (see Lee and
DeMaris ). We aim to integrate and substantiate these conceptual
models by directly modelling the specific time-course of changes in life sat-
isfaction through hypothesised stages (e.g. anticipation, reaction and adap-
tation), which promises to go above and beyond previous research that has
solely focused on modelling the reaction and adaptation (Lucas et al. ).
Initial empirical evidence suggests that individuals may show declines
from baseline levels of wellbeing prior to spousal loss (Kastenbaum and
Costa ; Lichtenstein et al. ; Ong, Fuller-Rowell and Bonanno
), but this research has been limited to only one or two observations
before spousal loss. In the present study, we aim to explore the existence
of pre-emptive changes in life satisfaction that we characterise as anticipa-
tory. The anticipatory period signifies the process of changes in life satisfac-
tion (declines or stability) preceding spousal loss that may begin months or
even years prior to the death event (Carr and Utz ). One would expect
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large between-person differences in the timing of the anticipatory period,
ranging from several years before losing one’s spouse (e.g. when dealing
with a long-term illness of the spouse) to no anticipatory changes at all. In
particular, we propose that anticipation could reflect either an adaptive
process of proactive coping or a compromising process of resource deple-
tion. Regarding anticipation as a proactive process, individuals may adjust
their goals and disengage from goals associated with the spouses survival
(Boerner and Heckhausen ; Haase, Heckhausen and Wrosch ;
Heckhausen, Wrosch and Schulz ). For example, individuals may rec-
ognise that their partner’s health is deteriorating and use goal disengage-
ment strategies to distance themselves from unrealistic goals (e.g. an
exotic vacation with the spouse; healing the illness) and through goal re-
engagement select and strive for more attainable goals with the spouse
(e.g. spend time together at home; manage the pain) and goals in other
domains (e.g. work or own health). This would operate to re-direct one’s
resources to manage stressful circumstances more effectively (Wrosch,
Amir and Miller ) and serve an adaptive purpose following spousal
loss through less reaction and better recovery. Second, anticipatory
changes could be the result of individuals having few resources in the
social, psychological and health domains that protect against decrements
due to spousal loss (e.g. vulnerability; Charles ). Stressors and burdens
associated with possible care-giving responsibilities may constrain one’s
emotion regulation capacities (Aneshenshel, Botticello and Yamamoto-
Mitani ; Charles ), resulting in lower levels and declines in life
satisfaction preceding spousal loss.
Timing of spousal loss-related change in life satisfaction
What is largely lacking in current research on spousal loss is the specifica-
tion of the duration and the interrelatedness of change patterns such as an-
ticipation, reaction and adaptation. The timing and measurement of
observations may play a role in examining the patterning of change in life
satisfaction before and after spousal loss. Recent research shows that the
specificity of the time metric (e.g. months versus years) may impact the
amount of change that is observed empirically. For example, Uglanova
and Staudinger () observed that using granular time intervals (i.e.
yearly) may mask the change that accompanies negative life events and
that analyses based on three-month intervals provided additional specificity
for examinations of change in life satisfaction in relation to major life events
(see also Frijters, Johnston and Shields ).
To attain greater specificity in the timing and interrelatedness of anticipa-
tion, reaction and adaptation, we apply latent basis growth models
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(see McArdle ; Ram and Grimm ) to longitudinal data from the
SOEP (Headey, Muffels and Wagner ; Wagner, Frick and Schupp
). Latent basis growth models permit description of and better articu-
lation of non-linear patterns of change in each hypothesised stage (see
Burke, Shrout and Bolger ) and examinination of whether there are
between-person differences in those non-linear patterns of change. This
will be done by isolating the observations for each stage and estimating
each stage using latent basis parameters and including factors to examine
whether they moderate such changes (see Myrskylä and Margolis ).
Rather than imposing a specific functional form on the shape of change,
the algorithm quantifies the pattern of change to emerge from the raw
data (more details are given in the methods section; for application at
other time scales, see Fortunato, Gatzke-Kopp and Ram ).
Individual differences in change in life satisfaction with spousal loss
Research has repeatedly demonstrated that there are large between-person
differences in how individuals anticipate, react and adapt to life-altering
events (Boerner and Wortman ; Wortman and Silver ; Zautra
et al. ). Spousal loss represents one of life’s significant adversities that
can have substantial effects on many areas of life and tremendous individual
variability in these effects, with some individuals succumbing and showing
declines in functioning, whereas others being resilient and able to recover
from adversity (e.g. Bonanno ; Netuveli et al. ). The evidence is
mixed as to the degree to which individuals are able to adapt or recover
from spousal loss. The research on resilience most often uses measures of
distress and mental health and shows that the majority do not develop
mental health problems. Initial research showed that most individuals are
resilient, by showing stable, high levels of wellbeing (see Mancini,
Bonanno and Clark ). However, more recent research suggests that
most individuals show profound declines in wellbeing and mental health,
but are able to recover or (almost) return back to previous levels of func-
tioning (i.e. recovery; see Infurna and Luthar in press; Stone, Evandrou
and Falkingham ; Wade and Pevalin ). Following conceptual
notions of resilience that various factors are likely independent predictors
of better functioning following spousal loss and to understand the hetero-
geneity of individual change in life satisfaction surrounding spousal loss,
we examine whether socio-demographic factors and social and health
resources moderate the extent of changes within anticipation, reaction
and adaptation. In times of great life distress, people typically draw upon
resources to help protect against losses in domains, such as life satisfaction,
and these resources may operate differently during the various stages. Social
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resources include one’s social network integration and the quality of social
relationships (Aldao ; Antonucci ). Health resources broadly
include presence of chronic illness, functional limitations and self-percep-
tions of health, as well as spousal health. Furthermore, socio-demographic
factors likely moderate change in life satisfaction with spousal loss and will
also be a focus in this study.
Anticipation. We hypothesise that age, participant health status and spousal
health will likely moderate changes in life satisfaction during anticipation.
Older age may result in an anticipatory period that involves strong declines
in life satisfaction preceding spousal loss. Very old adults may have fewer
resourcestodrawupontomitigatenewburdensencounteredwithwidowhood
(e.g. losses in key domains of cognitive, physical and social functions; Gerstorf,
Smith and Baltes ;JoppandSmith). Furthermore, individuals who
sufferfromdisabling conditionsoftenreportpoor life satisfaction,presumably
as a result of already challenged self-regulatory capacities (Charles ;
Infurna et al. ; Lucas b) that would be further taxed by spousal
loss. Functional limitations of the partner may increase the risk of providing
assistance and care on a regular basis, which could make death more likely
and thus predictable, resulting in anticipatory declines.
Reaction. We hypothesise that age, gender, social resources and spousal health
will have the most salient moderating effect on reaction. Experiencing spousal
loss in young adulthood or mid-life may result in larger decrements in life sat-
isfaction because more joint time is lost and it is an unexpected and off-time
event (Neugarten and Hagestad ). In a similar vein, older adults may
be better at accepting their partners and one’s own worsening health and
death and, therefore, are less likely to experience declines in life satisfaction.
Research on gender differences in bereavement-related change in life satisfac-
tion suggests that women report stronger increases in depressive symptoms in
the years surrounding spousal loss (Carr ; Lee and DeMaris ). Social
resources, such as social network integration and supportive relationships, may
protect against the negative impact of losing a spouse; a social network that
involves more supportive, emotionally meaningful relationships with a larger
pool of individuals to go to, to help cope and protect against declines in life
satisfaction (Bonanno ; Stroebe et al. ). Spousal health is viewed as
a proxy for the surviving spouse to possibly be involved in a care-giving role
due to a disability or chronic illness of their loved one. The care-giving litera-
ture shows that placement and passing of the care recipient oftentimes results
in event-related increases in the care-giver’s life satisfaction and other pertin-
ent psychological resources due to absence of care-giving-related duties and
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decreases in care-giver burden (Gaugler, Pot and Zarit ;Schulzet al.
,).
Adaptation. We postulate that gender, education, social resources and
health resources will serve a vital role in providing individuals with the op-
portunity to recover following spousal loss. Men have been found to
report more profound declines in psychological wellbeing (see Carr ;
Naess, Blekesaune and Jakobsson ; Williams ), which could be
due to women being better integrated and having more supportive social
relationships beyond the spousal bond. More educated people may be
more likely to return back to their previous levels of functioning because
they tend to know and use more adaptive and compensatory strategies
(Adler et al. ). For example, educational attainment is associated
with psycho-social resources of perceived control that individuals can
utilise in stressful contexts to buffer against declines in life satisfaction
(Aneshensel, Botticello and Yamatoto-Mitani ; Lachman and Weaver
). Social integration and having supportive social relationships may
help individuals find comfort in being with others, resulting in improve-
ments in life satisfaction following spousal loss (Bisconti, Bergeman and
Boker ; Stroebe et al. ). For example, social support may buffer
against adverse physiological processes that underlie lower levels of life sat-
isfaction (Stroebe et al. ). Poorer individual health may limit one’s
ability to adapt and recover one’s life satisfaction (Wiest et al. forthcoming),
whereas poor spousal health may lead to quicker recovery or adaptation due
to a greater expectation of spousal loss (Bonanno et al. ).
Mortality following spousal loss
Spousal loss often has long-term health implications (Schulz and Beach
; Stroebe, Schut and Stroebe ), including increased mortality
(Elwert and Christakis ; Roelfs et al. ; Stroebe, Schut and
Stroebe ). We examine whether life satisfaction levels and changes pre-
ceding (anticipation), surrounding (reaction) and following (adaptation)
spousal loss are associated with mortality. Previous research suggests that
both levels of and changes in various personality and psychological factors
can have health consequences (Infurna, Ram and Gerstorf ;
Mroczek and Spiro ; Zhang et al. ).
Levels of life satisfaction prior to spousal loss are a proxy for better overall
functioning across domains, including health (Pressman and Cohen ).
Similar to previous research from panel surveys, we would expect that
higher levels of life satisfaction prior to spousal loss promote longevity
(Danner et al. ; Wiest et al. ; Zhang et al. ). Declines in life
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satisfaction that precede spousal loss (i.e. anticipatory changes) may provide
a protective function for mortality through prompting individuals to
partake in adaptive and coping strategies to maintain one’s health following
spousal loss (Heckhausen, Wrosch and Schulz ). Conversely, anticipa-
tory declines may be a proxy for poorer underlying health, resulting in an
increased likelihood of mortality following spousal loss. Too steep declines
in life satisfaction with spousal loss (reaction) may have serious conse-
quences for everyday functioning and living (Lyubormirsky et al. ).
Conversely, no changes in life satisfaction surrounding spousal loss could
be a sign of low emotional flexibility, which can have negative health conse-
quences as well (Carstensen et al. ). Following spousal loss, sustained
lower levels of life satisfaction as indexed by less/no adaptation may have
detrimental effects on health due to its association with health behaviour
regulation and biological functioning (Steptoe, Wardle and Marmot
; Wiest et al. forthcoming; Williams ).
The present study
Our objective is to examine: (a) how life satisfaction changes with the experi-
ence of spousal loss; (b) whether socio-demographic factors and social and
health resources moderate spousal loss-related changes in life satisfaction;
and (c) whether the extent of anticipation, reaction and adaptation to
spousal loss are associated with mortality. We first expect that changes
during the months and years preceding spousal losswillreflect an anticipation
period (years −to −prior to spousal loss), characterised by declines in life
satisfaction. Furthermore, based on previous evidence (see Lucas et al. ),
weexpectthatindividuals,onaverage,will experiencesteepdeclinesinlifesat-
isfaction in the months surrounding spousal loss (reaction), but will (almost)
return back to previous levels in the years following (adaptation; years –fol-
lowing spousal loss). Second, focusing on between-person differences and
factors that moderate change in life satisfaction with spousal loss, we hypothe-
sise that socio-demographic factors and social and health resources will serve
different functions during anticipation, reaction and adaptation. Third, we
expect that higher levels of life satisfaction prior to spousal loss and greater
ability to adapt will be associated with longevity.
Method
We examined these hypotheses using data from waves (–)of
the SOEP (Headey, Muffels and Wagner ). Comprehensive informa-
tion about the design, participants, variables and assessment procedures
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in the study is reported in Wagner, Frick and Schupp (). Details rele-
vant to the present analysis are given below.
Participants and procedure
The SOEP is a nationally representative annual panel study of private house-
holds and their inhabitants initiated in . The SOEP covers approxi-
mately , residents of Germany, including immigrants and resident
foreigners. Potential participants were randomly selected from a set of ran-
domly selected locations in Germany. Within each household, all family
members older than years of age were eligible for personal participation.
Relatively high initial response rates (between and %) and low longi-
tudinal attrition (about % for the second wave and less than % yearly
attrition across various sub-samples) provide for an overall sample that is
representative of the population living in private households (Kroh et al.
). Data were primarily collected via face-to-face interviews and self-
administered mail questionnaires.
For the present study, we analysed data from the , participants who (a)
were married at the outset of the study, (b) had a spouse who also participated
intheSOEP,(c)whoexperiencedspousallossoverthecourse ofthestudy,(d)
did not re-marry following spousal loss over the course of the study, and (e)
provided data on our measures of interest. Participants in this sub-sample
were, on average, . years of age at spousal loss (SD = .,range
–), had attained, on average, . years of education (SD = .,
range –)and per cent were women. We note that previous research
in the SOEP has shown that spousal loss is predictive of sample attrition.
Because spousal loss is a predictor of sample attrition, the results obtained
can be regarded as conservative tests of our research question. Our results po-
tentially underestimate the amount of wellbeing loss because those who suffer
the most are the ones who are most likely to drop out.
Measures
Life satisfaction. Participants’reported on their life satisfaction annually,
answering the question ‘How satisfied are you with your life, all things con-
sidered?’, using a (totally unsatisfied) to (totally satisfied) rating scale.
This item is considered a measure of cognitive-evaluative (as opposed to
emotional) aspects of wellbeing and has been used widely in psychological
research (for details, see Fujita and Diener ; Gerstorf et al. ).
Spousal loss. Spousal loss was determined by responses to the question ‘Has
your family situation changed since the beginning of year X[e.g. ]?’in
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the category ‘spouse/partner has died’. If the individual indicated that their
family situation changed since the beginning of year X, then they were asked
a follow-up question regarding the month this event occurred. Timing of
spousal loss was defined as the month and year the participant reported
their spouse/partner died. Spouse/partner month and year of death infor-
mation was used to re-align yearly reports of life satisfaction in the
months prior to and months following spousal loss –a time period
that, theoretically, spans the duration of anticipatory, reactive and adaptive
stages. Following procedures applied by Uglanova and Staudinger (),
we appropriated the monthly data into three-month (quarterly) intervals
(e.g. − to − months, − months to − months, and so on). For
example, if an observation was at months prior to spousal loss, this was
grouped in the − to − month category. Similarly, changes for the
month of spousal loss (LS
) are embedded within the estimated changes
associated with LS
because this ‘window’covers the –months following
spousal loss. Table shows life satisfaction observations months prior to
and months following spousal loss and the average score for life satisfac-
tion. For example, life satisfaction reports were available for of ,
participants for months − to −, with the average score being mean =
. (SD = .). We analysed our data in quarterly intervals as compared
to yearly intervals because previous research shows that this time interval
(a) provides the most efficient trade-off of sample size and occasions
given the incompleteness in the data (i.e. covariance coverage; Uglanova
and Staudinger ), and (b) maintains the ability to align data with
respect to the timing of spousal loss. Participants, on average, provided
. life satisfaction observations (SD = ., range –) within the
months of interest.
Moderators. The socio-demographic and social and health resource vari-
ables that were examined as potential moderators of anticipation, reaction
and adaptation are shown in Table (along with descriptives). Social partici-
pation was measured using a four-item index given regularly in the SOEP
that assessed frequency of involvement in or attendance at social networking
and community activities, including politics, honorary activities in clubs/
groups, sports and attendance of cultural events (see Headey, Muffels and
Wagner ; Infurna et al. ). The scale is highly similar in structure
to other instruments used to assess social participation (see Parslow et al.
). Participants answered each item on a scale from (each week) to
(never). Responses were reverse coded and averaged to obtain an index
with higher scores indicating greater social participation. Repeated observa-
tions of an individual’s social participation obtained in the available period
prior to spousal loss were averaged, so that social participation scores
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TABLE .Descriptive statistics for life satisfaction in relation to spousal loss
Time to/from spousal
loss (months) Number of observations Mean SD
Level − to − . .
− to − . .
− to − . .
Level − to − . .
Anticipation − to − . .
− to − . .
− to − . .
− to − . .
− to − . .
− to − . .
− to − . .
− to − . .
− to − . .
− to − . .
− to − . .
− to − . .
− to − . .
−to − . .
Anticipation −to − . .
Reaction −to . .
Reaction to . .
Adaptation to . .
to . .
to . .
to . .
to . .
to . .
to . .
to . .
to . .
to . .
to . .
to . .
to . .
to . .
to . .
to . .
to . .
to . .
Adaptation to . .
Notes:N=, participants provided , observations. Participants, on average, provided
. (standard deviation (SD) = ., range –) life satisfaction observations over this time
period. The number of observations column refers to the number of life satisfaction observa-
tions we have for this time period in the study across the participants. The mean column
refers to the average score of life satisfaction, based on a – scale, during that time period
in the study in relation to spousal loss. The SD column refers to the SD or distribution of
scores for life satisfaction during that time period in the study in relation to spousal loss. For
example, for months − to −, we have life satisfaction observations out of the ,
participants who were included in this study, the average score at this time period is .,
with SD = ..
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indicate the level of social resources individuals bring to spousal loss.
Disability status of both the individual and the spouse were derived from a
single item asking each year whether the respondent was ‘officially
certified as having a reduced capacity to work or being severely handi-
capped’(for details, see Infurna et al. ; Lucas b). Thus, disability
indicators were based on self-reports, but referred to official certifications.
These repeated assessments were used as a time-invariant measure that indi-
cates whether the individual or spouse was disabled at any point prior to
spousal loss. In follow-up analyses, the pattern of findings did not differ
when we included the length of disability prior to spousal loss or whether
the person of focus became disabled during the five years ( months)
prior to spousal loss as a moderator. Of the , individuals who experi-
enced spousal loss in our sample, were not disabled and were dis-
abled prior to spousal loss. Of the , spouses who died, were not
disabled and were disabled prior to death.
Mortality. Mortality status and year of death for deceased participants who
lost their spouse was obtained either (a) by interviewers at the yearly assess-
ments (i.e. from household members or, in the case of one-person house-
holds, neighbours) or (b) from city registries. Of the , participants
included in our analysis, (%) have died. On average, deceased parti-
cipants were . years of age at the time of spousal loss (SD = ., range
–) and died . years later (SD = ., range –). We did not have
access to cause of death information and, therefore, our mortality analyses
focus on all-cause mortality. Research by Elwert and Christakis () shows
that mortality following the event of spousal loss does not vary substantially
TABLE .Means, standard deviations (SD) and intercorrelations among
moderators included in the present study
Mean SD
. Age at spousal loss
(– years) . . –
. Women (%) . . −.*–
. Education (– years) . . −.*−.*–
. Social participation
(–). . −. −.*.*–
. Disability: individual
(= disabled) . . .*−.*−.*−. –
. Disability: partner
(= disabled) . . .*.*−.*−.*.*–
Note:N=, ( men, women).
Significance level:*p<..
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by causes of death, suggesting that there is no increased likelihood of one
cause of death over another.
Analysis procedures
Multi-phase latent basis growth model. To examine inter-individual differ-
ences in the hypothesised pattern of change, we used a multi-phase latent
basis growth model (see Ram and Grimm ; Singer and Willet ).
Figure graphically illustrates the structural equation model that we
applied to our data (top panel) and how it maps on to hypothesised
spousal loss-related changes in life satisfaction (bottom panel): level
(months − to −), anticipation (months − to −), reaction
(months −to +) and adaptation (months +to +).
Figure . Illustration of the structural equation model (top panel) and components of change
that life satisfaction follows in relation to spousal loss. Level components of life satisfaction refer
to how individuals may report varying levels of life satisfaction in the several years prior to
spousal loss. Anticipation reflects changes in life satisfaction in the years leading up to spousal
loss. Reaction refers to how individuals may display differential rates of change with the
incidence of spousal loss. Lastly, differential rates of change may be exhibited in the years
following spousal loss, which is referred to as adaptation; adaptation may be immediate (one
year following spousal loss) or take several years.
Note: Each line in the figure displays a hypothetical trajectory of change for individuals who
experience spousal loss. The factor loadings for level are all set to . The factor loadings for
anticipation, reaction and adaptation that are not labelled are freely estimated. See the text for
further explanation of the figure.
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The repeated measures of life satisfaction (rectangles in Figure ) were
modelled as a function of the four latent growth factors (ellipses; level, an-
ticipation, reaction and adaptation) and a set of unique/error factors
(circles; assumed to have homogeneous variance). The factor loadings con-
necting each growth factor to the yearly measures of life satisfaction (arrows
connecting ellipses to rectangles) were estimated in a manner similar to
confirmatory factor analysis and indicate the shape of the trajectory of life
satisfaction (see e.g. Fortunato, Gatzke-Kopp and Ram ; Ram and
Grimm ).
An individual-specific intercept factor score quantifies the expected level
of life satisfaction prior to spousal loss, g
i
.Anticipation scores (g
i
) and
the parameters of the vector A
[t] indicate the extent of change in life sat-
isfaction in the years preceding spousal loss (year − months to month
−). Reaction scores (g
i
) and the parameters of the vector A
[t] indicate
the extent of short-term change in the months surrounding spousal loss
(month −to month +). Adaptation scores (g
i
) and the parameters of
the vector A
[t] indicate the extent of recovery in life satisfaction in the
years following spousal loss (month +to month +). The factor means
(not depicted in figure) describe the level and extent of anticipation, reac-
tion and adaptation for a prototypical widower and the factor variances
(small double-headed arrows on each of the ellipses) indicate the extent
of between-person differences in each component of the change process.
In subsequent analyses, the models were expanded in two ways. First, to
further examine the interrelatedness of the anticipation, reaction and adapta-
tion, we tested a mediation model where the correlations amongst these factors
were replaced by regressions. The reaction factor (g
) was regressed on the an-
ticipation factor (g
) and the adaptation factor (g
) was regressed on the antici-
pation and reaction factors. From the parameters we then determined, using
the Sobel test (Sobel ), whether reaction mediated the association
between anticipation and adaptation. Second, we regressed socio-demographic
factors and social and health resources on level (g
), anticipation (g
), reaction
(g
) and adaptation (g
) to examine the extent to which these between-person
difference factors moderated each component of the change process.
All models were estimated using MPlus (Muthén and Muthén ), with
incomplete data accommodated under missing at random assumptions at
the within-person level, and, to retain longitudinal data, missing completely
at random at the between-person level (Little and Rubin ; set-ups pro-
vided in Ram and Grimm ).
Survival analysis. In a final step, we outputted the estimated factor scores
from the (unconditional) multi-phase growth model, and used Cox propor-
tional hazard regression models (Cox ) to model the hazard for the
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event of mortality in the post-spousal loss period (SAS PROC PHREG; see
Allison ) as a function of these factor scores, socio-demographic
factors, and social and health resource variables.
Results
Change in life satisfaction with spousal loss
In a preliminary step, we calculated the intraclass correlation, which was
., indicating that per cent of the total variance in life satisfaction
was between-person variance and per cent was within-person variance.
The repeated measures of life satisfaction thus appeared to contain both
substantial amounts of between-person differences and within-person vari-
ation over time; this suggests that individuals are more likely to differ
from themselves over time than their average differs from that of other
persons.
Results from the multi-phase latent basis growth model examining
changes in life satisfaction in relation to spousal loss are shown in
Table . Each column displays the latent basis coefficients (i.e. parameters
of A
k
[t] indicate the shape of the trajectory), which specify the proportion
of change that has occurred up to that point for each phase of the
process: anticipation, reaction and adaptation. Figure shows the model-
implied trajectory of life satisfaction across the study period (black line)
for the prototypical participant (average score for each moderator), over-
laid on model-implied trajectories for a sub-sample of participants
(grey lines). Life satisfaction was characterised by average levels at months
− to − (μ
g
=.,p<.). For anticipation, during the months and
years preceding spousal loss (months − to −), individuals typically
experienced declines in life satisfaction (μ
g
=−.,p<.,d=−.).
The mean of the anticipation factor indicates that during the time interval
of − months to −months prior to spousal loss, the average amount of
decline in life satisfaction was −. points on a – scale. For reaction, indi-
viduals, on average, experienced a sizeable decrease in life satisfaction in the
six months surrounding spousal loss (μ
g
=−.,p<.,d=−.). The
latent basis coefficient for −months prior to spousal loss was not reliably
different from zero (A
[−]=.), suggesting that reaction does not
occur in the months preceding spousal loss, but only in the three
months following spousal loss A
[+months] = −.). Following spousal
loss, the average pattern of change was characterised by gradual increase
post-reaction (A
[t] increase from . at months to . at months
post-loss). However, on average life satisfaction levels did not approach
pre-loss levels (baseline level μ
g
=. versus level at months
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TABLE .Fixed and random effects and latent basis estimates for examining change in life satisfaction to/from spousal loss
Pattern of change (latent basis)
Specific time-course of change in life satisfaction
Level, g
Anticipation, g
Reaction, g
Adaptation, g
Factor loadings for
change factors A
k
[t]LS
−
=. LS
−
=.*(.)LS
−
=. (.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=. LS
=.*(.)
LS
−
=. LS
−
=. (.)LS
=.*(.)
LS
−
=. LS
−
=. (.)LS
=.*(.)
LS
−
=. LS
−
=. (.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=.*(.)
LS
−
=. LS
−
=. LS
=.*(.)
LS
−
=. LS
=.*(.)
LS
−
=. LS
=.*(.)
…LS
=.*(.)
LS
=. LS
=.
Change factor:
Factor means (SE) μ
g
=.*(.)μ
g
=−.*(.)μ
g
=−.*(.)μ
g
=.*(.)
Factor variances and correlations:
Level, g
.*(.)
Anticipation, g
−.*.*(.)
Reaction, g
−.*−.*.*(.)
Adaptation, g
−. . −.*.*(.)
Fit statistics:
CFI .
RMSEA .
Notes:N=,. Number of observations = ,. Residual variance = ., standard error (SE) = ..LS
t
= life satisfaction observation at tmonths in
relation to spousal loss. Intraclass correlation = .. Pseudo-R
=.. CFI: Comparative Fit Index. RMSEA: Root Mean Square Error of Approximation.
The number in parentheses represent the standard errors for the specific parameter.
Significance level:*p<..
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post-loss = .,−. lower, d=−.), indicating there is not full recovery
(adaptation, μ
g
=.,p<.,d=.). This suggests that from three
months to five years following spousal loss, life satisfaction went up, on
average, . points, which is still lower than the . points that it declined
from months years prior to spousal loss to three months following spousal
loss (μ
g
=−. +μ
g
=−. =−.).
Finally, the estimated correlations in Table indicate how anticipation,
reaction and adaptation were interrelated (in this sample). The correlation
of anticipation with reaction and adaptation was r
gg
=−. (p<.) and
r
gg
=. (p>.), respectively. This suggests that exhibiting stronger an-
ticipatory declines in life satisfaction was associated with less-reactive
declines, but was not related to the extent of adaptation. The correlation
between reaction and adaptation was r
gg
=−. (p<.), suggesting
that stronger declines in life satisfaction immediately surrounding the
Figure . Model-implied mean (black line) for change in life satisfaction in relation to spousal
loss with predicted scores from our latent basis model from Table for a sub-sample of
participants (grey lines). Population mean for the German Socio-economic Panel Study
(SOEP) sample is depicted to illustrate how individuals’life satisfaction compares to mean
population average. Changes in life satisfaction are characterised by a multi-stage pattern.
SOEP participants who experienced spousal loss, on average, reported declines in life
satisfaction in the months and years preceding spousal loss (anticipation), substantial declines
in the months surrounding spousal loss (reaction) and did not return back to previous levels
following spousal loss (adaptation).
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spousal loss were associated with more-extensive adaptation. Furthermore,
the correlations of level with anticipation, reaction and adaptation were
r
gg
=−. (p<.), r
gg
=−. (p<.)andr
gg
=−. (p>.),
respectively, suggesting that the level of life satisfaction five years prior to
spousal loss was associated with the extent of change during anticipation
and reaction, but not during adaptation. Individuals who are at lower
levels of life satisfaction at the baseline are less likely to show further
declines in life satisfaction with spousal loss, but with no implication for
what happens during post-loss recovery.
We tested an additional model that replaced the correlations among antici-
pation, reaction and adaptation with regressions (i.e. regress reaction on an-
ticipation, regress adaptation on anticipation and reaction). This was done to
determine whether reaction mediated the effect of anticipation on adapta-
tion. We found that anticipation predicted reaction (a=−.,standard
error (SE) = .,p<.), suggesting that stronger declines in life satisfac-
tion during anticipation were associated with less steep declines in reaction.
We also found that both anticipation (c′=−.,SE=.,p<.) and re-
action (b=−.,SE=.,p<.) predicted adaptation, such that stron-
ger declines in life satisfaction during anticipation and reaction were
associated with better adaptation or quicker recovery of life satisfaction follow-
ing spousal loss. The Sobel test confirmed that reactionmediated the effect of
anticipation on adaptation (estimate = .,p<.).
Individual differences in change in life satisfaction with spousal loss
With the variance components and predicted trajectories in Figure (grey
lines) suggesting that there were meaningful between-person differences in
the extent of anticipation (σ
g
=.,p<.), reaction (σ
g
=.,
p<.) and adaptation (σ
g
=.,p<.) to spousal loss, we pro-
ceeded to examine whether socio-demographic factors and social and
health resources moderated the extent of change. Results are shown in
Table . Participants who were older (β
=−.,p<.) were more
likely to exhibit declines in life satisfaction preceding spousal loss (anticipa-
tion). Participants who were older (β
=.,p<.) and reported lower
levels of social participation (β
=−.,p<.) were more likely to
exhibit less steep declines in life satisfaction in the months surrounding
spousal loss (reaction). Lastly, younger age (β
=−.,p<.), greater
social participation (μ
=.,p<.), not being disabled (μ
=−.,
p<.) and partner disability (μ
=−.,p<.) were each associated
with better adaptation following spousal loss (adaptation). Figure illus-
trates the age differences, indicating that participants who were older
when their spouse died tended to report higher life satisfaction to begin
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TABLE .Fixed and random effects and latent basis estimates for examining change in life satisfaction to/from spousal loss:
the effect of socio-demographic and social and health resources
Pattern of change (latent basis)
Specific time-course of change in life satisfaction
Level, g
Anticipation, g
Reaction, g
Adaptation, g
Factor loadings for change factors A
k
[t]LS
−
=. LS
−
=.*(.)LS
−
=. (.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=. LS
=.*(.)
LS
−
=. LS
−
=. (.)LS
=.*(.)
LS
−
=. LS
−
=. (.)LS
=.*(.)
LS
−
=. LS
−
=. (.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=.*(.)
LS
−
=. LS
−
=.*(.)LS
=.*(.)
LS
−
=. LS
−
=. LS
=.*(.)
LS
−
=. LS
=.*(.)
LS
−
=. LS
=.*(.)
…LS
=.*(.)
LS
=. LS
=.
Change factor:
Factor means (SE) μ
g
=.*(.)μ
g
=−.*(.)μ
g
=−.*(.)μ
g
=.*(.)
Effects of moderators on change factors (SE):
Age β
=.*(.)β
=−.*(.)β
=.*(.)β
=−.*(.)
Women β
=−. (.)β
=. (.)β
=−. (.)β
=. (.)
Education β
=−. (.)β
=−. (.)β
=. (.)β
=. (.)
Social participation β
=.*(.)β
=. (.)β
=−.*(.)β
=.*(.)
Disability status of individual β
=−.*(.)β
=−. (.)β
=. (.)β
=−.*(.)
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TABLE .(Cont.)
Pattern of change (latent basis)
Specific time-course of change in life satisfaction
Level, g
Anticipation, g
Reaction, g
Adaptation, g
Disability status of partner β
=−. (.)β
=−. (.)β
=. (.)β
=.*(.)
Residual factor variances and correlations:
Level, g
.*(.)
Anticipation, g
−.*.*(.)
Reaction, g
−.*−.*.*(.)
Adaptation, g
. . −.*.*(.)
Pseudo R
. . . .
Fit statistics:
CFI .
RMSEA .
Notes: N =,. Number of observations = ,. Residual variance = ., standard error (SE) = ..LS
t
= life satisfaction observation at tmonths in
relation to spousal loss. Intraclass correlation = .. CFI: Comparative Fit Index. RMSEA: Root Mean Square Error of Approximation. The number in
parentheses represent the standard errors for the specific parameter.
Significance level:*p<..
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with, but also experienced stronger declines in life satisfaction preceding
spousal loss (anticipation), whereas younger participants were more likely
to experience stronger declines in life satisfaction in the months immediately
surrounding spousal loss (reaction), but were more likely to recover in the
years thereafter (adaptation).
Longevity following spousal loss
In a final model, we examined whether level, anticipation, reaction and
adaptation were associated with post-loss longevity. We outputted the
factor scores for each individual from the model in Table and used
those estimated factor scores as predictors in a Cox regression model of
mortality risk, controlling for socio-demographics, and social and health
resources. Results from Table indicate that pre-spousal loss levels, reaction
and adaptation were each associated with longevity. Higher levels of life sat-
isfaction prior to spousal loss, less steep declines in life satisfaction in the
months surrounding spousal loss and better adaptation were each asso-
ciated with an increased likelihood of longevity following spousal loss.
Figure . Illustration of the moderating role of age for change in life satisfaction in relation to
spousal loss. Older age at spousal loss was associated with an increased likelihood of
experiencing stronger life satisfaction declines preceding spousal loss (anticipation) and less
steep declines surrounding spousal loss (reaction), whereas younger age at spousal loss was
associated with maintenance of life satisfaction prior to spousal loss (anticipation), steeper
declines surrounding spousal loss (reaction) and quicker recovery in the years thereafter
(adaptation).
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The parameter estimates in Table are interpreted in regards to how each
one-unit increase in the factor of interest is associated with mortality risk.
For example, the parameter estimate for reaction was ., each one-
point less steep change (decline) in life satisfaction surrounding spousal
loss from the mean of −. (e.g. reaction estimate = −.) was associated
with a per cent decreased likelihood of mortality. Finally, each one unit
higher level in adaptation (e.g. adaptation estimate = .), signifying better
or quicker recovery, was associated with a per cent decreased likelihood
of mortality. Figure illustrates the expected differences in mortality risk
between individuals who exhibited more-extensive adaptation (solid line;
lower likelihood for mortality following spousal loss) and individuals who
exhibited less-extensive adaptation (dashed line; higher likelihood for mor-
tality following spousal loss). Additional factors that were related to
decreased mortality risk were younger age, being a woman, social participa-
tion and partner disability.
Discussion
The objective was to examine (a) how life satisfaction changes with the experi-
ence of spousal loss; (b) whether socio-demographic factors and social and
health resources moderate spousal loss-related changes in life satisfaction;
and (c) whether extent of anticipation, reaction and adaptation to spousal
loss are associated with mortality. We observed that changes in life satisfaction
TABLE .Likelihood of longevity in the years following spousal loss as a
function of level, anticipation, reaction and adaptation of life satisfaction
Hazard ratio %CI
Intercept .*.,.
Anticipation . .,.
Reaction .*.,.
Adaptation .*.,.
Age .*.,.
Women .*.,.
Years of education . .,.
Social participation .*.,.
Disability status: individual . .,.
Disability status: partner .*.,.
Model fit statistics:
Degrees of freedom
χ
.
Notes:N=, with recorded deaths in the post-spousal loss observation period.
CI: confidence interval.
Significance level:*p<..
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in relation to spousal loss were characterised by a multi-stage pattern. On
average, life satisfaction began to decline two and a half years preceding
spousal loss (anticipation), steeply dropped during the six months surround-
ing spousal loss (reaction), with individuals’life satisfaction recovering, but
not returning back to pre-loss levels (adaptation). We also found substantial
heterogeneity in the extent of changes in life satisfaction. Older adults were
less likely to report declines in life satisfaction in the months surrounding
spousal loss (reaction), whereas younger age was associated with better recov-
ery following spousal loss (adaptation). Better health, partner disability (indi-
cative of possible care-giving role prior to spousal loss) and greater social
participation were additionally associated with better adaptation following
spousal loss. In a final step, we found that higher levels of life satisfaction
five years prior to, less steep declines surrounding spousal loss (reaction)
and better adaptation in the five years following were each associated with
increased longevity. Our discussion focuses on the interrelatedness of the
time-course through which life satisfaction changes with spousal loss,
factors that moderate between-person differences and pathways through
which life satisfaction influences longevity following spousal loss.
Change in life satisfaction with spousal loss
Our aim was to provide an interpretation of the theories on spousal loss and
bereavement by modelling change in life satisfaction using three-month
Figure . Illustration of the predictive effects of adaptation for survival following spousal loss.
Adaptation refers to changes in life satisfaction in the months and years following spousal loss
and whether life satisfaction levels are able to recover. More-extensive adaptation following
spousal loss was associated with increased likelihood of survival in the years following spousal
loss.
Note: SD: standard deviation.
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intervals to decipher the specific time-course that life satisfaction may follow
when experiencing spousal loss, anticipation, reaction and adaptation. For
reaction, our findings are similar to previous research showing that spousal
loss typically results in substantial declines in life satisfaction (Lee and
DeMaris ; Lucas et al. ; Ong, Fuller-Rowell and Bonanno ;
Wiest et al. forthcoming). For adaptation, we observed that, on average, indi-
viduals recovered, but their life satisfaction did not reach the levels reported
five years prior to spousal loss. Our findings are similar to previous research
showing adaptation to spousal loss, within panel surveys, may take up to
eight years (Burke, Shrout and Bolger ; Lucas et al. ; Wiest et al.
forthcoming).
A novel contribution of our study to the larger context of the hedonic
treadmill model and how life satisfaction changes as a function of major
life events is that individuals may anticipate the incidence of an event.
Anticipation of a major life event is characterised by changes in functioning
preceding the event (could be months or years) and not just in the months
surrounding and years following. Previous conceptual models on spousal
loss and bereavement have discussed possible anticipatory changes, but
have been vague in when this may begin. Kastenbaum and Costa () dis-
cussed that anticipatory grief may begin years leading up to death of a loved
one. Our focus was to model directly anticipation that has previously been
theorised, and go above and beyond previous research that has solely
focused on the reaction and adaptation stages (Lucas et al. ; Wiest
et al. forthcoming). To move in this direction, we used multi-phase latent
basis growth models and modelled change in life satisfaction over three-
month intervals (as opposed to annual intervals). We were able to provide
evidence to suggest pre-emptive (anticipatory) changes in life satisfaction
around two and a half years prior to spousal loss, with a more substantial
drop in life satisfaction in the months surrounding spousal loss. We note
that we had to a priori specify the parameters of our model for anticipation
and that there are large between-person differences as to when this period
may begin. Anticipation can either be adaptive (i.e. proactive self-regulation,
bracing oneself) or maladaptive (passive depleted resources before loss
even happens). Stronger declines in life satisfaction prior to spousal loss
were associated with less steep declines in life satisfaction as a result of
spousal loss (reaction) and better adaptation or recovery of life satisfaction
following spousal loss.
In accordance with the line of reasoning that considers anticipation of
major life events being an active process, the Motivational Theory of Life-
span Development (Heckhausen, Wrosch and Schulz ) discusses that
as a developmental deadline is approaching or, in this case, a major life
event, individuals may engage in various strategies to optimise development
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leading up to and/or following the event. As discussed in the Introduction,
an anticipatory strategy may serve this optimising function. Anticipation
may be a proactive process that involves the re-directing of one’s resources
to manage stressful circumstances more effectively and may serve an adap-
tive purpose following spousal loss through less reaction and thus easier re-
covery (Heckhausen, Wrosch and Schulz ; Wrosch, Amir and Miller
). In the case of spousal loss, substantial declines in life satisfaction
leading up to spousal loss (anticipation) may protect an individual against
further declines surrounding spousal loss (reaction) and thereafter (adap-
tation). Our empirical results are in line with these hypotheses; we found
that stronger declines preceding spousal loss was associated with better re-
covery/adaptation following spousal loss and this was mediated via less
strong reactive declines in life satisfaction in the months surrounding
spousal loss.
This study is only an initial step in the direction of broadening our view of
developmental change in relation to major life events by incorporating and
directly modelling an anticipatory period and its implications for later recov-
ery. It is upon future research to evaluate further whether anticipatory
changes are salient in other major life events, such as chronic illness and
its functional implications. For example, previous research has shown that
although life satisfaction shows substantial changes surrounding disability,
the data and results suggest that disability may be foreshadowed by
decreases in life satisfaction in the years preceding the event (Lucas
a). Direct modelling of anticipatory changes in life satisfaction preced-
ing major life events and using more fine-grained time intervals (e.g.
monthly versus yearly) will allow researchers to examine the course of life sat-
isfaction (and other domains) change in relation to major life events more
thoroughly.
Individual differences in life satisfaction change with spousal loss
Similar to previous conceptual work and empirical reports on resilience to
significant life adversity (Boerner, Wortman and Bonanno ; Bonanno
; Wortman and Silver ), we found that there were large between-
person differences in the extent to which life satisfaction changed in rela-
tion to spousal loss. This was in line with our expectations that individuals
may follow different paths towards resilience to and recovery from spousal
loss, with most individuals displaying substantial declines (Infurna and
Luthar in press; Netuveli et al. ; Stone, Evandrou and Falkingham
). To address this, we examined whether social and health resources
and socio-demographic factors moderated such changes. The age of the
participant moderated the life satisfaction change during anticipation,
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reaction and adaptation. First, individuals who were older experienced
steeper anticipatory declines in life satisfaction preceding spousal loss.
One interpretation is that at higher ages, the death of a spouse/partner
may be drawn out or expected, resulting in more gradual life satisfaction
declines in the years leading up to spousal loss (Bonanno and Kaltman
). Second, younger age at the time of spousal loss, on average, was asso-
ciated with steeper declines in life satisfaction in the months surrounding
spousal loss. Greater life satisfaction declines with spousal loss in younger
ages may be the result of not having a model for mastering the loss, of
the fact that plans for the future with one’s spouse can no longer be realised
and, in the case of having young children, the difficulty of raising the chil-
dren with one parent can be significant (Carr et al. ). Lastly, younger
age was associated with better adaptation or quicker recovery following
spousal loss. Individuals in young adulthood and mid-life may have more
resources to draw upon to promote life satisfaction, have a more-extended
future life perspective, and may therefore bounce back more quickly follow-
ing spousal loss. We note that the experience of spousal loss in young adult-
hood, mid-life and old age is likely to be qualitatively different. As shown in
Figure , there may also be initial level differences in life satisfaction
between participants who were older and younger at the time of spousal
loss.
We observed that better individual health, poorer partner health and
greater social participation each moderated life satisfaction change
during the adaptation stage. First, individuals who were disabled were less
likely to experience recovery of life satisfaction following spousal loss.
This could be a result of their self-regulation system already being at its
limits and not having the resources to recover from life satisfaction declines
with spousal loss (Charles ; Infurna, Gerstorf and Ram ; Lucas
b). Second, partner disability was linked to better adaptation or
quicker recovery following spousal loss. Partner disability may be a proxy
for the surviving spouse being involved in care-giving-related tasks that
may constrain and undermine emotion regulation capacities (Charles
), and bereavement may operate as a relief (Schulz et al. ).
Third, greater social participation prior to spousal loss is an important re-
source individuals can draw upon to recover from spousal loss in terms of
life satisfaction levels returning back to previous levels more quickly
(Isherwood, King and Luszcz ; Zautra et al. ). Social participation
may operate through various pathways, including cognitive appraisal,
coping strategies and health behaviours. Individuals who are more embed-
ded in their social network may be better able to recover from spousal loss
through decreasing feelings of social loneliness that can help alleviate and
compensate for loss of a spouse (Stroebe et al. ). Social participation
Frank J. Infurna et al.
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may also operate via having the necessary coping strategies more readily
available to buffer against the impact of the stressful life event and move
forward in terms of finding a sense of meaning and purpose in life
(Bonanno et al. ). Furthermore, our measure of social participation
included sport activity and this may help individuals maintain their health
and social interactions in the face of spousal loss, leading to better life satis-
faction (Shahar et al. ).
Based on previous empirical evidence (Carr ; Lee and DeMaris
; Naess, Blekesaune and Jakobsson ; Williams ), we expected
that gender would moderate changes in life satisfaction before and after
spousal loss. More specifically, we hypothesised that women would show
greater declines in life satisfaction during the time surrounding spousal
loss (reaction), but would have the ability to bounce back or recover
more quickly (adaptation). However, we did not find evidence that
gender moderated changes in life satisfaction. Differences with the prior lit-
erature include the large adult lifespan sample, with spousal loss possibly
being more detrimental in different stages of the lifespan. For example,
older men may show stronger declines in wellbeing following spousal loss
due to being less socially integrated. Second, our measure of life satisfaction
is representative of cognitive-evaluative components of wellbeing, whereas
previous research largely focused on affective components, such as depres-
sive symptoms. There may be differences in the extent to which men and
women report depressive symptoms in the context of spousal loss. Lastly,
the nature of our analyses was at the more fine-grained time-scale
whereas previous research examined mean-level change across fewer assess-
ments (i.e. two or three time assessments).
Mortality following spousal loss
Our objective was to assess whether one’s life satisfaction in the context of
spousal loss has mortality implications. Reporting higher levels of life satis-
faction, less steep reactive declines surrounding spousal loss and one’s
ability to adapt were each associated with longevity. Our findings are consist-
ent with previous research from longitudinal surveys that have observed
higher levels of life satisfaction may operate as a protective resource
against mortality and be indicative of better overall health (Carstensen
et al. ; Danner, Snowdon and Friesen ; Wiest et al. ; Zhang
et al. ). Levels of life satisfaction prior to spousal loss may be linked
to longevity through psycho-social functioning and better overall health.
First, feeling greater joy over life relates to perceiving that one’s actions,
behaviours and efforts can shape life circumstances to attain desirable out-
comes (Infurna et al. ; Lyubomirsky et al. ). Second, higher levels
Spousal loss-related change in life satisfaction
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of overall life satisfaction are protective against declines in health through
partaking in more health-promoting behaviours and buffering against the
negative effects of stress on biological functioning (Pressman and Cohen
). Focusing on the reaction stage, the maintenance of one’s life satis-
faction, despite spousal loss, was protective against mortality and may be in-
dicative of resilience in the face of this potentially traumatic event (Mancini,
Bonanno and Clark ). Too steep declines of life satisfaction after
spousal loss may lead to declines in one’s engagement and frequency of par-
taking in activities that sustain one’s subjective wellbeing and overall health
(Lyubomirsky and Layous ). Furthermore, too steep declines may
negatively impact one’s biological systemic integrity (e.g. broken heart syn-
drome; Wittstein et al. ), leading to increased likelihood of morbidity
and mortality (Steptoe and Kivimäki ).
Similar to previous research, we observed that individuals who were able
to adapt to or recover from spousal loss attained greater longevity (Wiest
et al. forthcoming). Remaining at low levels of life satisfaction for an
extended period of time may result in long-term dysfunction. Adaptation
may be linked to longevity through engaging with one’s social network,
health behaviours and compensatory strategies. First, quicker recovery fol-
lowing spousal loss may be a proxy for individuals utilising their social
network resources to buffer against the negative impact of spousal loss
(Antonucci ; Berkman et al. ). Second, spousal loss can result in
declines in health-promoting behaviours and deterioration of nutritional
status (Shahar et al. ; Wilcox et al. ); one’s ability for life satisfac-
tion to recover following spousal loss can enable individuals to maintain par-
ticipation in health-promoting behaviours and better cardiovascular and
immune system functioning (Pressman and Cohen ; Steptoe, Wardle
and Marmot ; Wrosch and Schulz ). Similarly, positive affect
and life satisfaction may be associated with one’s ability to engage in adap-
tive goal (dis)engagement strategies following spousal loss, leading to
increased likelihood of longevity (Haase, Poulin and Heckhausen ;
Wrosch, Schulz and Heckhausen ). We were not able to test the
specific mechanisms involved in how life satisfaction is associated with lon-
gevity following spousal loss. Future studies are needed involving both panel
surveys and sub-groups who experienced widowhood to evaluate the pro-
posed mechanisms underlying such associations.
Limitations and outlook
We note several limitations of our study. First, we acknowledge that there are
a myriad of other potential moderators, both in terms of personality and
social and health resources, that we were unable to examine due to
Frank J. Infurna et al.
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non-availability of data. For example, previous work has shown that higher
levels of perceived control and emotional support are associated with more
positive life satisfaction in the years following bereavement (Aneshensel,
Botticello and Yamamoto-Mitani ). Also, developmental heuristics of
optimised goals choice and effective goal engagement and disengagement,
as well as purpose and meaning in life and personality traits, may help indi-
viduals to anticipate and adapt to widowhood (Boyce and Wood ;
Heckhausen, Wrosch and Schulz ; King and Hicks ). In a
similar vein, financial resources, such as a high(er) income and labour
force participation, as well as supportive social relations can potentially
help individuals be resilient to spousal loss. The lack of financial resources
and supportive social relationships can impose additional stressors and com-
plicate adaptation to spousal loss. Second, we do not have a sufficiently large
number of respondents with cause of death information (SOEP did not
collect cause of death information prior to ;see Infurna et al. ).
It is likely that cause of death for spouses differed by age, gender and edu-
cation, possibly leading to differences in the stages of change in life satisfac-
tion with spousal loss. Future research thus should examine whether cause
of death of spouse and care-giving characteristics and burden has implica-
tions for the life satisfaction and survival of the spouse. Third, there are lim-
itations in our statistical models and pattern of observations in life satisfaction.
In particular, we modelled change in life satisfaction based on three-month
intervals in that each person was not measured every three months and we
do not have data in the three ‘missing’observations between each yearly as-
sessment. Fourth, we also imposed where the start and end of each stage was
and that each person was required to follow the same (non-parametric) func-
tional form within a stage (e.g. we did not test multiple-group models based on
age, gender and education differences). Additional work and data are
needed to understand if and how the timing of transitions between, length
and pattern of change of each phase may differ across individuals. Fifth, an
additional route to extend our statistical models further would be by articulat-
ing and testing specific non-linear functions of change (e.g. exponential; see
Wiest et al. forthcoming) rather than the freely estimated form used in our
study. This would require more precise articulation of what the patterns of
change look like in each stage, what equilibrium is and the appropriate
time-scale that these patterns emerge (see Grimm, Ram and Hamagami
). Lastly, research examining life satisfaction change in relation to
major life events has largely used a single-item measure of life satisfaction.
Other components of wellbeing, including positive affect and negative
affect, may show a differential pattern, with stronger changes in the time sur-
rounding the event (reaction) and a quicker return back to previous levels
following the event (adaptation).
Spousal loss-related change in life satisfaction
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In sum, spousal loss results in substantial declines in life satisfaction that can
be characterised by anticipation, reaction and adaptation, with large between-
person differences in the extent of change experiences. Intriguingly, anti-
cipation was found to buffer the reaction to spousal loss and thus benefit
long-term adaptation. Older adults are more likely than adults in young adult-
hood and mid-life to experience greater declines in life satisfaction prior to
spousal loss, but less steep declines in the months surrounding spousal loss,
and younger persons adapt more quickly to this major life event. Social par-
ticipation is associated with better adaptation in the years following spousal
loss. Furthermore, our study showed that life satisfaction levels prior to, as
well as reaction and adaptation to spousal loss, are each associated with lon-
gevity. Future research should focus on (additional) personality differences in
self-regulatory capacities and social resources that may moderate anticipatory,
reactive and adaptation changes associated with major life events and the
pathways through which changes in life satisfaction are associated with
longevity.
Acknowledgements
Denis Gerstorf and Nilam Ram gratefully acknowledge the support provided by NIA
(RC-AG,R-AG,R-AG), NICHD (R-HD,R-
HD); the National Center for Advancing Translational Sciences (UL-
TR), the DIW Berlin (German Institute for Economic Research) and the
Social Science Research Institute at the Pennsylvania State University. Denis
Gerstorf gratefully acknowledges the support provided by the German Research
Foundation (DFG, GE /-). Additional support was provided by Gert
G. Wagner’s fellowship from the Max Planck Society. The content is solely the re-
sponsibility of the authors and does not necessarily represent the official views of
the funding agencies.
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Accepted December ;first published online April
Address for correspondence:
Frank J. Infurna,
Arizona State University,
Department of Psychology, S. McAllister Ave.,
Tempe, AZ ,USA
E-mail: [email protected]
Frank J. Infurna et al.
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