Abstract
Objectives:
Previous research on the association between education and older adult health in the U.S. has not included Puerto Rico. We investigated the effects of multigenerational educational attainment and chronic conditions among older Puerto Ricans residing on the archipelago’s main island.
Methods:
Data were from the longitudinal Puerto Rican Elderly Health Conditions Project. Generalized Poisson regression models were used to examine if multigenerational educational attainment was associated with chronic disease.
Results:
Findings show that parental educational attainment was associated with fewer chronic conditions among females at baseline but not at follow-up, suggesting that the effects of parental education on health over time are less pronounced. For males, educational attainment across the three generations was not significantly associated with chronic disease at baseline or follow-up.
Discussion:
Multigenerational education is an important determinant of older adult health that continues to be relevant in Puerto Rico and the Latin American and Hispanic-Caribbean region.
Keywords
Introduction
The Commonwealth of Puerto Rico is an unincorporated United States (U.S.) territory with a rapidly aging population (U.S. Census Bureau, 2019). The percentage of the total population in Puerto Rico aged 65 and older has increased dramatically from 11.2% in 2000 to 21.3% in 2019 (U.S. Census Bureau, 2021). Puerto Rico currently has a larger share of adults aged 65 and older than the mainland United States (21% vs. 16.5%) (U.S. Census Bureau, 2021). This growth in the older adult population primarily stems from the outmigration of younger cohorts fueled by the financial crises associated with the $70 billion public debt and Hurricanes María and Irma (Flores & Krogstad, 2019). Consequently, the growing number of older adults is invariably going to be associated with increased rates of morbidity and disability (Coleman, 2001), which will place considerable strains on an already fragile health care system (Mulligan, 2014). Older adults in Puerto Rico have a high prevalence of cardiovascular diseases, cancer, and diabetes (Rodriguez-Ayuso et al., 2012), and compared to Latinos living in the contiguous U.S., Puerto Ricans are more likely to have hypertension, diabetes, and lung disease (Pérez & Ailshire, 2017).
Several studies have examined early life exposures (e.g., poor nutrition, exposure to infectious diseases, and socioeconomic conditions) to understand the etiology of chronic conditions among this population (McEniry, 2011; McEniry et al., 2008; McEniry & Palloni, 2010); however, chronic diseases have multiple causative factors across the life course, which includes critical exposures in early life and the accumulation of detrimental exposures throughout the life course. In addition, socioeconomic conditions in different stages of the life course have been shown to have a robust association with health in older adulthood, with persons of low socioeconomic status in early-, mid-, and late-life exhibiting poorer health in older adulthood (Poulton et al., 2002).
Currently, few studies have explored whether the relationship between education, particularly family educational attainment, and health outcomes in Latin American countries and the U.S. operate similarly. In the case of Mexico, Yahirun et al. (2017) found a marginal negative association between children’s educational attainment and parents’ functional decline. In contrast, offspring’s educational attainment has a robust protective effect on parents’ cognitive health in the U.S. (Yahirun et al., 2020). Like other Latin American countries, the positive relationship between education and health in Mexico may not confer similar benefits that have been observed in the U.S. due to educational reforms and economic transitions that occurred in the 20th century (Ma et al., 2021). Given Puerto Rico’s economic and political relationship with the U.S., the association between educational attainment and health may or may not operate as observed in these two contexts. Hence, there is a particular need for information on the socioeconomic determinants of health among island Puerto Ricans since there have been shifts in educational opportunities that are different from that in the mainland U.S., which are relevant to later life health among this population. This study examines the relationship between various indicators of educational attainment and chronic conditions among older island-dwelling Puerto Rican adults by sex. We aim to assess the role of parental education, respondent’s education, and children’s education as determinants of later life health.
Background
Puerto Rico in the 20th and 21st Century
In 1898, Puerto Rico experienced a political transition from a Spanish province to a U.S. military colony. During the first years of the 20th century, the U.S. government put initiatives to restructure the island’s educational system, mainly centered on personal hygiene and healthy behaviors (Del Moral, 2018). Even though this initiative increased accessibility to primary education among those who could not afford it and/or lived in areas distant from San Juan, illiteracy rates prevailed. In 1904, only 16% of school-age children were enrolled in any of the 1060 schools around the island (López Yustos, 1991). This trend did not change significantly until the 1950s (Rivera-Batiz & Santiago, 1996). Historians and social scientists attribute the reconstruction’s failures to governmental stakeholders’ unawareness of the Puerto Rican social reality (Rivera Median & Ramírez, 1985).
During the first half of the 20th century, Puerto Ricans—especially those with little to no formal education—did not view education as a major priority because of the focus on a largely present agrarian economy. These educational attitudes partially explain low school enrollment during this period among rural communities where household income was based on agricultural work (Esterrich, 2018). For instance, young and adolescent males mainly joined the workforce alongside the head of the household in plantation fields. In contrast, their female counterparts stayed at home and helped their mothers with domestic diligences (e.g., cooking, cleaning, and childcare) (Wheleham, 1995). As a result, most young children dropped out early or did not enroll in school even when residing near a school. Like other agricultural societies, earning opportunities to support a Puerto Rican household drove decision-making around children’s educational possibilities (López Yustos, 1991). In particular, young males were more likely to miss school or drop out to earn a salary and support their families while facing economic hardship within an agrarian economy. Meanwhile, parents with the highest level of education were more likely to prioritize their children’s education and have a stable financial situation; thus, reducing their children’s likelihood of dropping out of school (Esterrich, 2018). Moreover, parents would transfer their knowledge about personal hygiene and health behaviors to their children.
During the late 1930s and throughout the 1940s, the local government, with the help of U.S. federal funding related to the New Deal, rapidly enacted multiple bills and implemented economic incentive projects to revitalize Puerto Rico’s national economy. These political measures contributed to a larger industrialization project known as Operación Manos a la Obra—Operation Bootstrap (Dietz, 1986). Although this project boosted Puerto Rico’s public economy, it exacerbated class inequality between people who had some formal education and those who did not; and individuals who resided or migrated to urban areas versus those who stayed in rural communities (Pantojas-García, 1990). Children of parents with low education, particularly illiterate parents from rural areas, suffered the consequences of the class struggle through resource scarcity and fewer chances of attending school.
When Puerto Rico became a U.S. Commonwealth in 1953, primary education became an obligatory mandate with its own constitution, drafted almost identically to the U.S. Constitution (López Yustos, 1991). For three decades, the local government invested in its public education system and the University of Puerto Rico, which increased school-aged children’s enrollment up to 800,000 by the end of 1970 (Rivera-Batiz & Santiago, 1996). However, by the end of the 20th century, the public school system experienced dramatic budgetary shifts. First, school enrollment declined in the 1980s, prompted the reduction of funds, and affected the quality of education because of lower teacher hiring. Then, in August of 1990, the enactment of the Ley Orgánica increased education spending to compete with the global market and boost the island’s economy. To reach this goal, the Department of Education executed major curricular reforms focused on high-tech skills required by the global economy of the forthcoming century (ELA Puerto Rico, 1990). In addition, this bill contributed to the improvement of the University of Puerto Rico, consequently prompting an increase of college-educated locals from 70,283 to 107,551 (Bauman & Graft, 2003).
Education and Linked Lives
Education is a well-established determinant of health, with the general pattern of better health among those with higher educational attainment (Hummer & Lariscy, 2011; Jackson, 2009; Mirowsky & Ross, 2003). Specifically, individuals with lower levels of education are more likely to have cancer, lung disease, diabetes, and cardiovascular disease (Assari et al., 2020; Harvie et al., 2015; Menvielle et al., 2009; Telfair & Shelton, 2012).
Educational attainment plays an important role in health through several interrelated pathways. First, higher educational attainment can protect against risk factors for poor health due to access to health-promoting resources (e.g., healthy foods) and effective use of health-promoting information (Ross & Mirowsky, 2010). For example, individuals with a college education are more likely to have better employment opportunities, which is strongly associated with increased access to economic (e.g., income) and material resources (e.g., health insurance, healthy foods) that promote better health (Mirowsky & Ross, 1998, 2003; Phelan & Link, 2013). Moreover, educational attainment influences psychosocial factors such as greater perceived personal control (Seeman & Seeman, 1983), which encourages the adoption of healthy behaviors, including the reduced likelihood of smoking and moderate alcohol consumption, better healthy eating habits, and increased recreational physical activity, which decrease the risk for poor health and chronic conditions (Brunello et al., 2016). There is also evidence that educational attainment is associated with environmental determinants of health. For example, individuals with higher levels of education are more likely to live in residential environments that have physical activity resources (e.g., equipment, nearby parks), access to healthy foods, and other built environment characteristics related to the diet and physical activity of residents (Cerin & Leslie, 2008; Creatore et al., 2016; Van Cauwenberg et al., 2016; Wolfson et al., 2019).
Beyond personal educational attainment, individuals can benefit from others’ achievements and experiences as well. The linked lives perspective proposes other pathways by pinpointing the shared benefits and adverse effects of family members’ experiences and socioeconomic determinants (e.g., education, income, occupation) on other individuals’ health across the life course (Elder et al., 2003). Family health scholars have applied the linked lives perspective to explain the association between a family event and children’s health and behavioral outcomes. For example, data from the National Survey of Midlife Development has shown how exposure to multiple adverse childhood events—including parental job loss, alcohol/drug abuse, divorce, death—elevated young to older adults’ risk of diabetes, obesity, and heart disease (Friedman et al., 2015).
Other researchers have also used the linked lives perspective to determine the relationship between one family member’s socioeconomic status (SES) (e.g., father’s occupation, children’s educational attainment) and other member’s health (Greenfield & Moorman, 2019; Wolfe et al., 2018). Parental level factors, such as unemployment and educational attainment, influence their children’s health through resource availability. For example, parents with little to no schooling are less likely to secure employment and regularly contribute to their household income; thus, increasing their chances of experiencing economic deprivation (Schnittker, 2004). Hence, parental education influences access to basic resources associated with better childhood health (e.g., healthy foods, clean water, health care) and adulthood socioeconomic status (e.g., school materials). Moreover, parental-level factors are more likely to trigger family conflict or strain, leading to detrimental physiological and mental health consequences (Thomas, 2016). Based on the allostatic load perspective, constant stress is associated with adverse physical health outcomes due to the human body’s natural response to distress that is harmful when it occurs sporadically (McEwen, 1998). Thus, children who grow up in a stressful household environment are more likely to develop comorbidities—notably cardiovascular diseases—in later life.
More recent research examining the role of multigenerational educational attainment considers the “upstream” effect of children’s education shaping parents’ health (Friedman & Mare, 2014; Zimmer et al., 2016). Highly educated children are more likely to impart knowledge to their older parents by helping them navigate and encourage the use of health care services (Jiang & Kaushal, 2020) and prompt them to embrace healthier behaviors. For example, parents of more educated children are more likely to quit smoking (Friedman & Mare, 2014) and drink moderately (Mangiavacchi & Piccoli, 2018). Furthermore, well-educated children have greater access to socioeconomic resources (Mirowsky & Ross, 2003) they can use to provide direct care to their parents (Torssander, 2013) or pay for caregiving services (Jiang & Kaushal, 2020). With data from the National Longitudinal Survey of Mature Women, Wolfe and colleagues (2018) identified children’s educational attainment had a protective effect on silent generation mothers’ mortality.
Although we focus on education as a crucial determinant of health, we want to acknowledge that education is not the only socioeconomic status measure that influences health. Other socioeconomic measures, such as income and occupational status, are associated with health care, nutrition, housing, and schooling (Adler & Newman, 2002). However, evidence supports that education does a better job in some settings at capturing human capital factors (Ross & Mirowsky, 2010) that shape health outcomes and lifestyles (Cockerham, 2013) across the life course (Ross & Wu, 1996) relative to other socioeconomic measures. Moreover, unlike income and occupational prestige, educational attainment is less likely to be affected by illness in adulthood and does not decrease over time (Shavers, 2007).
While there is substantial evidence of the positive relationship between educational attainment and health (Hummer & Lariscy, 2011; Jackson, 2009; Mirowsky & Ross, 2003), these findings are primarily based on data from high-income countries (e.g., U.S.). In addition, the extant research examining the health benefits of family education in low- and middle-income countries presents mixed findings across Latin American and Asian countries (Smith-Greenaway et al., 2018; Yang et al., 2016; Zimmer et al., 2002, 2007). For example, like other low- and middle-income countries, the Puerto Rican public education system went through significant changes that affected educational opportunities for young Puerto Ricans and their families during the first half of the 20th century (López Yustos, 1991; Rivera-Batiz & Santiago, 1996). Moreover, the economic circumstances described above may have altered the social meaning of educational attainment (Shavers, 2007).
The Gendered Life Course
A gendered life course framing emphasizes how men and women have distinct life trajectories due to cultural practices and policies that reproduce gender inequality in many facets of life (Moen, 2001). Importantly, this approach recognizes how individual health in late life is the accumulation of exposures experienced over a lifetime. In the case of gendered experiences in Puerto Rico, one must emphasize the historical context in which individual lives have been shaped. For instance, respondents in the Puerto Rican Elderly Health Conditions Project (PREHCO) were primarily born during the 1st half of the 20th century, a period where both men and women raised families at a time of considerable hardship associated with profound economic and social changes on the island. This meant that the respondents of PREHCO during this period did not have equal opportunities to obtain an education, with males more likely to have attended school (Rivera-Batiz & Santiago, 1996). Previous studies have documented low levels of education among the PREHCO sample (Pérez & Ailshire, 2017), which affects opportunities for employment and health.
The social organization of work typically structures men, particularly those with low education, to work in hazardous occupations (e.g., construction work, truck driving, farming, industrial). These occupations are associated with increased exposure to pollutants, physical hazards, strenuous physical labor, occupational-related stressors, and higher odds of fatalistic accidents (Cockerham, 2017). In addition, the conditions surrounding these types of occupations (e.g., prolonged repetitions, heavy lifting, static postures, and insufficient recovery time) are associated with an increased likelihood of developing cardiovascular illnesses and mental health problems (Coenen et al., 2018; Holtermann et al., 2012; Holtermann et al., 2018). Moreover, men are more likely to engage in hazardous health behaviors, such as binge drinking (Elliott, 2013), smoking (Syamlal et al., 2014), and participating in dangerous activities (e.g., speeding) (Cockerham, 2006) that lead to poorer health outcomes. In contrast, women are more likely to engage in healthier behaviors, including healthy eating (Mróz et al., 2011; Rothgerber, 2013), visiting their primary care physician annually, and following medical recommendations (Courtenay, 2000). However, women’s domestic responsibilities—such as parenting, homemaking, and caregiving—may intervene with these behaviors, especially among women in the lower socioeconomic stratum (Rieker et al., 2010).
Study Purpose
Considering the historical, economic, and social context of Puerto Rico, the aim of this study was to investigate the linkages between multigenerational educational attainment and chronic conditions in later life by sex. The findings from this investigation can provide information on how multigenerational structures shape resources across the life course in a setting where there have been transformative social and economic changes in Puerto Rico.
Methods
Data
We used data from the baseline (Wave 1) and four-year follow-up (Wave 2) of the Puerto Rican Elderly Health Conditions Project (PREHCO) (Palloni et al., 2013). PREHCO is a representative longitudinal study of the non-institutionalized population aged 60 and older in Puerto Rico, including respondents born between 1896 and 1943 at baseline. The sample is a multistage, stratified sample of older adults residing in Puerto Rico, with oversamples of regions heavily populated by people of African descent and individuals older than age 80. The resident populations of the island municipalities of Culebra and Vieques were excluded from the study. 4291 face-to-face interviews were conducted in Spanish between May 2002 and May 2003, with an overall response rate of 93.9%. The four-year follow-up of PREHCO included 3891 interviews conducted between June 2006 and November 2007, with a response rate of 90.7%. Information on the overall design, sampling procedures, and survey instruments of PREHCO has been previously described (McEniry & Palloni, 2010; Palloni et al., 2013). We want to note that although the PREHCO baseline data were collected 20 years ago, these data provide relevant benchmarks to better understand education and older adult health in the Latin America and the Hispanic-Caribbean region.
Our main analytical sample included 3238 respondents (1991 females; 1247 males) in Wave 1 who were directly interviewed. We excluded 578 respondents from the PREHCO sample who had completed their interviews with a proxy since proxies were not asked all interview questions relevant to the current analysis. An additional 390 respondents were excluded since they reported having no children. Lastly, 85 respondents were excluded since they did not report the sex of their child(ren). Moreover, approximately 50% of the analytical sample had missing data on at least one of the independent variables or covariates, with item non-response highest on parental education (34% missing on father’s education, 26% missing on mother’s education). We had very low missingness (if any) on the other variables included in the analysis. For example, the indicator on leaving school to work had 4% missingness (the next highest non-response item), and experiencing economic deprivation in childhood had 1% missingness. Almost all the missingness in our analytical sample is due to parental education. To address the missing data in our sample, we employed multiple imputation (details provided below).
Between the baseline and follow-up interviews, 360 respondents died, and 294 were lost at follow-up, resulting in a sample of 2584 individuals available for Wave 2 (of the 3238 respondents in the analytical sample in Wave 1). Additionally, we excluded 249 respondents from the Wave 2 sample who had completed interviews with a proxy since proxies were not asked the health questions relevant to the analysis. Thus, our analytical sample for the Wave 2 analysis included 2335 individuals (1470 females; 865 males).
Measures
Chronic Disease
The presence of chronic disease at baseline and the four-year follow-up was assessed using the following question, “Has a doctor ever told you if you have [condition]?” Respondents reported whether they had any of the following six conditions: high blood pressure or hypertension, heart disease, diabetes, stroke, lung disease, and cancer. Respondents who reported taking medications to decrease high blood pressure and manage diabetes were coded as having hypertension and diabetes, respectively. We created a chronic disease scale that top-coded the number of chronic conditions at three or more conditions (i.e., 0 = no chronic conditions, 1 = 1 chronic condition, 2= 2 chronic conditions, and 3 = 3+ chronic conditions). Top-coding was used to deal with the limited number of individuals who reported more than three chronic conditions at baseline and follow-up and to improve the statistical performance of the variable (Dye & Mitchel, 2010).
Educational Attainment
Baseline Sample Characteristics of Puerto Ricans Aged 60+ by Sex, 2002–2003 and 2006–2007.
Note. All variables are weighted using PREHCO sample weights; SD = standard deviation.
Childhood Experiences
We include three measures of childhood experiences that may affect a respondent’s access to higher education. Childhood economic deprivation is a dichotomous variable and is based on whether the respondent suffered financial hardship that prevented them from eating regularly, dressing appropriately, or receiving necessary medical attention. Leaving school to work is a dichotomous variable and was based on whether the respondent or any of their siblings had to drop out of school during their childhood or adolescence and work to help their parents. We would like to note that a respondent who faced economic deprivation in childhood may reflect their father’s socioeconomic position (SEP) more so than their mother’s SEP. However, a mother’s SEP may be influential for early-life nutrition. The type of residential environment that a respondent lived in before they were 18 is a dichotomous variable that indicated whether they lived in the countryside or the city/suburbs/elsewhere. We designated the suburban and “elsewhere” response categories as part of the same category as city because these places are adjacent to the city and represented a small proportion of respondents (<5%).
Sociodemographics
Every model in the analysis controls for several important factors related to multigenerational educational attainment and chronic disease (see Table 1). Age is a continuous variable that ranges from age 60 to age 102, including respondents born between 1901 and 1943. Three birth cohorts of older Puerto Ricans are included that reflect 14- or 15-year intervals: (1) 1901–1915, (2) 1916–1929, and (3) 1930–1943. The number of siblings is a continuous variable that reflects how many siblings the respondent has/had in their lifetime, ranging from 0 to 20 siblings. This variable is included because there may be a potential confounder in a respondent’s educational attainment based on the available resources in a (large) family to support all children attending school. The number of children is a continuous variable that reflects how many children (i.e., live births) the respondent has/had in their lifetime, ranging from 1 to 20 children. The sex of the respondent’s most educated child is a dichotomous variable indicating whether they are female or male.
Analytic Strategy
To address item non-response, we imputed data on the independent variables and covariates at baseline using multiple chained equations with the mi impute command in Stata V.16.1 (StataCorp, 2019). Imputation models included all analytic variables as well as variables not included in our analysis that were theoretically related to item non-response or the analytical variables (e.g., parent’s ability to read or write to predict parental education) (Heeringa et al., 2017). In addition, we followed the imputation guidelines recommended by Graham and colleagues (Graham et al., 2007, 2013).
The primary goal of this analysis was to assess how educational attainment across generations affects the physical health of respondents in later life by sex. We estimated multivariable generalized linear models (GLM) with a Poisson distribution and log link function (or, Poisson GLM) to calculate rate ratios to assess the association between parent, personal, and adult children’s educational attainment and chronic disease separately before fitting a model that included the educational attainments of all three generations. These analyses were stratified by sex. The Poisson GLM modeling strategy was chosen since the model accounts for the underdispersion observed in the dependent variable (i.e., the number of chronic conditions) (Consul & Famoye, 1992; Famoye, 2015; Harris et al., 2012). Lastly, the same set of analyses was conducted using the number of chronic conditions at follow-up (i.e., Wave 2) as the dependent variable to determine if any of the educational attainment and health differences observed at baseline hold over time among surviving respondents. We included the number of chronic conditions reported at Wave 1 across all models.
All statistical analyses for the present study were conducted in Stata V.16.1 (StataCorp, 2019). In all analyses, the complex sampling design of PREHCO was accounted for using Stata’s svy suite of commands.
Results
Baseline Sample Characteristics
Table 1 presents the characteristics of the 3238 respondents (1991 females; 1247 males) included in our main analysis by sex. On average, females reported a slightly higher number of chronic conditions (x̄=1.3; σ=1.8) relative to their male counterparts (x̄=1.2; σ=1.4). Nevertheless, female respondents were more likely to report three or more chronic conditions (13.3%) than male respondents (9.8%). Regardless of respondent sex, a higher proportion of respondents reported that their fathers and mothers had primarily a less than 8th-grade education. In addition, regardless of sex, most respondents reported a less than high school education. However, respondents had greater educational gains than their fathers and mothers. This is also true of respondents’ children, who the majority were able to obtain some post-secondary education or more. Male respondents were more likely to have experienced childhood adversity, with males more likely to report having experienced economic deprivation (50.0% vs. 45.5%, respectively) and more likely to (or have a sibling) drop out of school to work (41.8% vs. 31.7%, respectively).
Bivariate Associations Between Multigenerational Educational Attainment and Chronic Conditions of Puerto Ricans Aged 60+ by Sex (n=3238).
Note. All variables are weighted using PREHCO sample weights; SD = standard deviation; CI = confidence intervals.
Educational Attainment and Chronic Conditions at Baseline
Rate Ratios (RR) With 95% Confidence Intervals (95% CI) for Chronic Conditions Among Puerto Rican Females Aged 60+, 2002–2003 (n=1991).
Note. All variables are weighted using PREHCO sample weights; RR = Rate ratio; CI = Confidence interval; * p < .05; ** p < .01; *** p < .001.
Rate Ratios (RR) With 95% Confidence Intervals (95% CI) for Chronic Conditions Among Puerto Rican Males Aged 60+, 2002–2003 (n=1247).
Note. All variables are weighted using PREHCO sample weights; RR = Rate ratio; CI = Confidence interval; * p<.05; ** p<.01; *** p<.001.
Educational Attainment and Chronic Conditions at Follow-Up
The results from the longitudinal analysis using baseline covariates to predict the number of chronic conditions reported at the four-year follow-up among surviving PREHCO respondents revealed no association between multigenerational educational attainment and chronic conditions among female (Appendix B) and male (Appendix C) respondents. However, ancillary analyses comparing surviving respondents versus respondents not included in Wave 2 revealed that those who reported a lower average number of chronic conditions, had higher levels of education, had a child that achieved more than a bachelor’s education, and were younger at baseline were more likely to have survived (results available upon request). This suggests that the surviving respondents of PREHCO in the four-year follow-up are selected survivors. Namely, these survivors had more advantageous demographic profiles at baseline relative to those who attrited. Moreover, given that parental education was not associated with survival, but higher levels of respondent education were, this may suggest that the effects of parental education on survival and health at follow-up are less pronounced since well-educated individuals accumulate resources as they age and are less dependent on any one resource over time (Ross & Mirowsky, 2011). Thus, there are structural processes underlying the health status of older Puerto Ricans surviving to older ages that need to be further examined.
Discussion
The older adult population in the Commonwealth of Puerto Rico is growing rapidly (U.S. Census Bureau, 2019). This demographic trend will be associated with greater rates of morbidity and disability in the population, consequently adding more pressure to the archipelago’s unstable health care system (Mulligan, 2014). In order to prevent or delay the occurrence of age-related diseases, reduce health disparities, and improve the well-being of current and future cohorts of older Puerto Ricans, it is imperative to understand the socioeconomic conditions and unequal opportunities that exist in Puerto Rico. Well-established scholarship demonstrates a protective effect on one’s educational attainment and that of other family members (e.g., parents and offspring) (Greenfield & Moorman, 2019; Ross & Mirowsky, 2010; Wolfe et al., 2018; Yahirun et al., 2020). However, these findings are primarily based on U.S. data that excludes its territories and other studies focused on low- and middle-income countries that provide mixed results on the association between family education and health (Smith-Greenaway et al., 2018; Yahirun et al., 2017; Yang et al., 2016; Zimmer et al., 2002, 2007). Thus, the goal of the present study was to understand the role of multigenerational educational attainment and health among the older Puerto Rican population who has experienced transformative social and economic changes that have invariably shaped material resources across the life course. Drawing data from PREHCO, our results demonstrated a protective effect of maternal and paternal education on women’s health at baseline. However, this association was not significant when adding their own and their children’s education. Conversely, none of the three generations’ educational attainment was associated with chronic disease for men. However, experiencing economic deprivation as a child increased the average number of chronic conditions reported in older adulthood for men after accounting for all three generations’ education.
Prior research supports the associations between educational attainment and health through multiple socioeconomic and psychosocial pathways (Hummer & Lariscy, 2011; Jackson, 2009; Mirowsky & Ross, 2003). This line of inquiry also depicts a spillover effect where household members benefit from others’ educational attainment by granting access to instrumental resources and health-promoting knowledge that could potentially influence their living conditions and agency (Friedman et al., 2015; Greenfield & Moorman, 2019). For example, parents that have socioeconomic resources are able to increase the investments they can make for their children, which promotes a lower exposure to psychosocial hazards and decreases the development of adverse health conditions in later life (Erola et al., 2016; Goltermann et al., 2020; Khan et al. 2015). There is also an upstream benefit of children’s educational attainment where parents benefit from their children’s knowledge about health behaviors and health care navigating skills (Wolfe et al., 2018).
Our findings partially support previous results demonstrating a spillover effect of parental educational attainment among Puerto Rican women. This finding could be explained by the strong role gender norms play in the childhood socialization process (Cauce & Domenech-Rodríguez, 2002; Fuligni et al., 1999; Raffaelli & Ontai, 2004). Similar to other Latino cultures across the Americas, 20th century Puerto Rican parents raised their children to follow distinctive conduct codes that set clear expectations of what activities and behaviors young women and men should embrace (Torres, 1998). For example, young women were expected to participate in domestic activities (e.g., cleaning, cooking, childcare) and stay indoors to limit their interactions with people outside the nuclear family circle. In contrast, young men were expected to join the labor force early to financially support their families, especially during economically constrained periods on the island.
For women, paternal and maternal education was associated with a decreased average number of chronic conditions, and this effect disappeared when we accounted for respondents and their children’s education. This loss of significance of parental schooling could exhibit a non-Markovian process, meaning there is a direct effect on a first generation’s socioeconomic attainment over both second and third generations’ socioeconomic mobility (Mare, 2011, 2014), and health (Huang et al., 2015; Lê-Scherban et al., 2014). Because of young women’s greater sensitivity to household socioeconomic context and family members’ influential role in their socialization (Moen, 2001; Morton & Ferraro, 2020), they could have benefited more from instrumental (e.g., economic stability) and psychosocial (e.g., emotional support) resources enabled by their parents’ education; thus, facilitating their socioeconomic attainment and later-life health (Mirowsky & Ross, 1998, 2003; Ross & Mirowsky, 2010). The results of our study may also suggest weaker educational gradients across adjacent generations due to the economic context of the island, which may result in the dilution of economic resources in families despite higher educational attainment in more recent generations (EDU20c, 2017; Rivera-Batiz & Santiago, 1996).
According to the gendered life course perspective, gender norms model different life trajectories for women and men that trigger significant contextual factors associated with later-life health outcomes (Moen, 2001). In the case of Puerto Rican women in the PREHCO sample, their parents’ education might have protected them from household stressors associated with cardiovascular diseases (McEwen, 1998; Pearlin et al., 1981; Wade et al., 2016) and encouraged their upward social mobility (Chevalier et al., 2013). Highly educated parents are more likely to embrace gender egalitarianism and support their daughters’ upward social mobility (Goldscheider et al., 2015; McDonald, 2000). Moreover, prior scholarship has shown greater health investment behaviors, including medical check-ups, healthy eating, and physical activity, among children of highly educated mothers (Prickett & Augustine, 2016).
These findings support a growing scholarship investigating how family educational resources have different individual health implications among low- and middle-income countries from what has been observed in the United States (Smith-Greenaway et al., 2018; Yang et al., 2016; Zimmer et al., 2002, 2007). For example, drawing data from the Mexican Health and Aging Study, Yahirun and colleagues (2017) tested the short- and long-term benefits of adult children’s education on older parents’ longevity in Mexico. They found greater sensitivity in mothers’ longevity. A more recent study also found greater benefits from adult children’s education on older Mexican mothers’ health cognition (Ma et al., 2021). As our research, their findings show how household educational resources are more influential on women’s health.
For Puerto Rican men in our sample, the detrimental effect of being economically deprived as a child might be due to their exposure to work hazards since they were expected to join the workforce to financially support their families alongside the head of household (Ibrahim et al., 2019; Wheleham, 1995). Most Puerto Rican men who joined the labor force as a child took jobs on plantation sites and endured unbearable heat and sun exposure and stressful confrontations with other workers; thus, increasing their chances of developing chronic conditions in adulthood (McEwen, 1998; Wright & Norval, 2021). Furthermore, these jobs were based on strenuous physical labor, such as carrying heavy objects without a reasonable resting time, that might have influenced the development of cardiometabolic problems in later life (Coenen et al., 2018).
We also find that both men and women born between 1916 and 1943 in our sample had an increased average number of chronic conditions compared to older birth cohorts (i.e., individuals born before 1916). A cohort selection effect may partially explain this since those from older cohorts may have better coped with the disadvantages of their generation due to their greater resiliency and robust physical and psychological well-being (Vaupel & Yashin, 1985a, 1985b). However, the results from the four-year follow-up among surviving female respondents showed no relationship between cohort status and the average number of chronic conditions reported. This may reflect the lack of cohort-based variation in chronic conditions among surviving female respondents or that these surviving respondents had greater opportunities and resources that delayed or lessened the impact of having a diagnosed health condition. In contrast, surviving male respondents in the youngest birth cohort (born from 1930 to 1943) had an increased average number of chronic conditions relative to the oldest birth cohort. Considering that surviving males who had experienced economic deprivation in childhood reported a lower average number of chronic conditions, it is possible that this form of childhood disadvantage converges with age due to selective mortality (House et al., 2005).
We also want to consider the possibility of the underreporting of chronic conditions that result from lower healthcare utilization among those who grew up with limited healthcare services (Mackenbach et al., 1996). Older cohorts of Puerto Ricans grew up in a period where healthcare centers were mainly located near the capital (i.e., San Juan) and trips to these establishments were long and dangerous because of limited road access, especially in rural areas (Mulligan, 2014). Thus, adults in these older birth cohorts learned to seek healthcare when strictly necessary (Yingwattanakul & Moschis, 2017). Another explanation may also include that the younger cohort of older adults in Puerto Rico is experiencing increases in life expectancy, contributing to increases in the incidence of disease (Crimmins et al., 2019).
Beyond the role of gender norms in establishing early life exposure to health-promoting and risky factors throughout the life course, Puerto Rico was subjected to a colonial context during the first half of the 20th century (Ayala & Bernabe, 2009). An agrarian economy dominated by a sugar oligopoly put additional financial constraints across households, limiting young Puerto Ricans’ educational opportunities (Dietz, 1986). Furthermore, each year, at the end of harvest (Zafra), rural families were heavily affected by the dead season (tiempo muerto), exposing them to economic deprivation and increasing class inequality (Ayala & Bergad, 2020). We can infer that these conditions exacerbated young Puerto Ricans’ health through household socioeconomic disparities that limited their access to health-promoting resources and mobility opportunities associated with their adulthood health (Elder, 1998; Phelan & Link, 2013). Moreover, our study reflects the challenges of using education as a socioeconomic measure in the context of Puerto Rico and other countries with comparable social and economic circumstances (e.g., Mexico, China, Taiwan) (Ma et al., 2021; Smith-Greenaway et al., 2018; Yahirun et al., 2017; Yang et al., 2016; Zimmer et al., 2002, 2007) where educational gradients are less pronounced and other socioeconomic individual factors and historical circumstances influence the relationship between education and health (Shavers, 2007). This is particularly relevant given that our longitudinal findings found no association between multigenerational educational attainment and health. This means that we need a better theoretical understanding of the social stratification of aging and health across the adult life in Puerto Rico to reduce socioeconomic disparities in health, especially earlier in the life course.
Limitations
While our study examined how multigenerational educational attainment influenced the health of a cohort of older Puerto Ricans with transformative educational changes throughout the 20th century, the findings must be viewed considering several limitations. First, health data incorporated in our analysis were collected from self-reported doctor-diagnosed conditions, which assumes that an individual has interacted with the health care system for a doctor or physician to diagnose them with a health condition. Although most of the PREHCO respondents are insured (Pérez & Ailshire, 2017), this does not necessarily mean that there are increased interactions with the health care system, especially given the context of available physicians on the main island in areas outside of San Juan, Ponce, and Mayagüez. However, we want to note that we included self-reported medication use for controlling hypertension and diabetes, which increases the validity of these self-reported health conditions. Second, education may not be a good determinant of health in Puerto Rico in the way that it has been documented in the contiguous U.S. Puerto Rico has experienced multiple economic transitions and educational reforms that affected the instrumental and social meaning of this human capital measure (López Yustos, 1991; Rivera-Batiz & Santiago, 1996; Shavers, 2007). As a result, no recognized standards help define educational categories across generations for meaningful comparative purposes in Puerto Rico. A third limitation is the possibility of survivor bias. The respondents in PREHCO had to survive to older ages (minimum age 60) to be included in the study, which may be underestimating the associations between multigenerational educational attainment and health we document at baseline. Moreover, individuals included in the follow-up study also represent a selective survival of the sample, which may partially explain the null findings for parental education reported among females. Finally, the PREHCO study recruited community-dwelling older adults and excluded those living in nursing homes. Additionally, we excluded individuals with proxy interviews from our analytical sample. Thus, our sample may represent a relatively healthier proportion of the older Puerto Rican population.
Despite the study’s limitations, the topic of multigenerational effects of education and older adult health needs further exploration in the Latin American and Hispanic-Caribbean regions. Understanding the role of multigenerational educational changes of the 20th century in Puerto Rico provides insight into past educational reforms and how drastic structural changes in socioeconomic Puerto Rican strata potentially generated long-term consequences on health, which is concerning given recent troubling trends in childhood education in Puerto Rico (see Appendix D for more information). Pursuing other outcomes, such as current mortality data in the PREHCO study when they become publicly available, and other health outcomes, will provide a more complete picture of the effects of multigenerational education on older adult health.
Footnotes
Spearman Correlation Matrix of Multigenerational Educational Attainment of Puerto Ricans Aged 60+ by Sex ( n =3238).
Note. *p < .05; **p < .01; ***p < .001.
Female respondents
Male respondents
Father’s educational attainment
Mother’s educational attainment
Respondent’s educational attainment
Children’s educational attainment
Father’s educational attainment
Mother’s Educational Attainment
Respondent’s educational attainment
Children’s educational attainment
Father’s educational attainment
1.0000
1.0000
Mother’s educational attainment
0.5670***
1.0000
0.5462***
1.0000
Respondent’s educational attainment
0.4640***
0.4706***
1.0000
0.3744***
0.4383***
1.0000
Children’s educational attainment
0.2767***
0.3021***
0.3930***
1.0000
0.1786***
0.2518***
0.3906***
1.0000
Rate Ratios (RR) With 95% Confidence Intervals (95% CI) for Chronic Conditions Among Surviving PREHCO Females,2006–2007 ( n =1470).
Note. All variables are weighted using PREHCO sample weights; RR = Rate ratio; CI = Confidence interval; * p < .05; ** p < .01; *** p < .001.
Model 1
Model 2
Model 3
Model 4
Model 5
RR
95% CI
RR
95% CI
RR
95% CI
RR
95% CI
RR
95% CI
Multigenerational educational attainment
Father’s education (ref = no education)
<8th grade
0.97
[0.84, 1.13]
0.94
[0.80, 1.11]
8th Grade
0.95
[0.79, 1.14]
0.94
[0.77, 1.15]
Mother’s education (ref = no education)
<8th grade
1.11
[0.97, 1.27]
1.11
[0.97, 1.27]
8th Grade
0.97
[0.81, 1.16]
0.97
[0.78, 1.22]
Respondent education (ref = 0–5 years)
6–11 years
1.02
[0.88, 1.18]
1.03
[0.88, 1.21]
12 or more years
1.03
[0.88, 1.20]
1.06
[0.89, 1.28]
Child’s education (ref = 0–12 years)
13–16 years
0.96
[0.85, 1.10]
0.95
[0.84, 1.08]
17+ years
0.94
[0.83, 1.07]
0.93
[0.81, 1.07]
Respondent childhood experiences
Economic deprivation
0.96
[0.87, 1.07]
0.95
[0.86, 1.05]
Left school to work
0.96
[0.82, 1.12]
0.97
[0.85, 1.12]
Demographics
Age
0.99
*
[0.98, 1.00]
0.99
[0.98, 1.00]
0.99
[0.98, 1.00]
0.99
*
[0.98, 1.00]
0.99
[0.98, 1.00]
Birth cohort (ref = 1901–1915)
1916–1929
1.13
[0.76, 1.66]
1.17
[0.79, 1.72]
1.14
[0.78, 1.66]
1.17
[0.79, 1.73]
1.18
[0.81, 1.73]
1930–1943
1.01
[0.65, 1.58]
1.04
[0.66, 1.63]
1.03
[0.66, 1.61]
1.05
[0.68, 1.63]
1.05
[0.68, 1.62]
Lived in the City/Suburbs/Elsewhere before age 18
0.95
[0.83, 1.08]
0.96
[0.84, 1.09]
Number of siblings
1.00
[0.98, 1.01]
1.00
[0.98, 1.02]
1.00
[0.98, 1.01]
Number of children
0.89
*
[0.80, 0.98]
1.00
[0.98, 1.02]
Sex of highest educated child is female
0.90
*
[0.82, 0.99]
Number of chronic conditions in wave 1
1.41
***
[1.35, 1.48]
1.42
***
[1.35, 1.49]
1.42
***
[1.36, 1.48]
1.41
***
[1.35, 1.48]
1.42
***
[1.36, 1.48]
Rate Ratios (RR) With 95% Confidence Intervals (95% CI) for Chronic Conditions Among Surviving PREHCO Males,2006–2007 ( n =865).
Note. All variables are weighted using PREHCO sample weights; RR = Rate ratio; CI = Confidence interval; * p < .05; ** p < .01; *** p <.001.
Model 1
Model 2
Model 3
Model 4
Model 5
RR
95% CI
RR
95% CI
RR
95% CI
RR
95% CI
RR
95% CI
Multigenerational educational attainment
Father’s education (ref = no education)
<8th grade
0.91
[0.75, 1.10]
0.92
[0.77, 1.10]
8th Grade
0.95
[0.76, 1.18]
0.96
[0.75, 1.23]
Mother’s education (ref = no education)
<8th grade
0.92
[0.76, 1.11]
0.91
[0.77, 1.09]
8th Grade
0.92
[0.74, 1.16]
0.90
[0.68, 1.18]
Respondent education (ref = 0–5 years)
6–11 years
1.18
[0.94, 1.47]
1.19
[0.95, 1.48]
12 or more years
1.01
[0.81, 1.26]
1.03
[0.82, 1.29]
Child’s education (ref = 0–12 years)
13–16 years
1.06
[0.92, 1.23]
1.08
[0.93, 1.25]
17+ years
1.00
[0.83, 1.21]
1.04
[0.86, 1.26]
Respondent childhood experiences
Economic deprivation
0.80
*
[0.67, 0.96]
0.80
*
[0.67, 0.95]
Left school to work
0.99
[0.81, 1.21]
0.99
[0.82, 1.20]
Demographics
Age
1.01
[0.99, 1.03]
1.01
[0.99, 1.03]
1.01
[0.99, 1.04]
1.01
[0.99, 1.04]
1.01
[0.99, 1.04]
Birth cohort (ref = 1901–1915)
1916–1929
1.63
[0.92, 2.88]
1.66
[0.94, 2.92]
1.68
[0.97, 2.90]
1.62
[0.91, 2.89]
1.69
[0.96, 2.98]
1930–1943
1.93
[0.94, 3.95]
1.97
[0.97, 4.02]
2.00
*
[1.02, 3.93]
1.90
[0.92, 3.94]
2.01
*
[1.01, 3.97]
Lived in the City/Suburbs/Elsewhere before age 18
0.93
[0.78, 1.11]
0.95
[0.79, 1.13]
Number of siblings
1.00
[0.98, 1.01]
1.00
[0.98, 1.01]
Number of children
1.00
[0.96, 1.03]
1.00
[0.97, 1.03]
Sex of highest educated child is female
0.99
[0.89, 1.11]
0.99
[0.90, 1.10]
Number of chronic conditions in wave 1
1.48
***
[1.37, 1.59]
1.47
***
[1.36, 1.59]
1.50
***
[1.39, 1.61]
1.47
***
[1.37, 1.58]
1.49
***
[1.39, 1.60]
Appendix D
Although this study examined a distinct cohort of older Puerto Ricans, it is alarming that the current school closures on the archipelago (that were exacerbated by Hurricane María) will influence access to and quality of education (Hinojasa et al., 2019), which will have reverberating impacts on life course chances, and in turn, long-term consequences on health for younger cohorts of Puerto Ricans that will eventually age. Already facing the biggest economic crisis and the most dangerous hurricane in the last one hundred years, Puerto Rico’s Department of Education closed 173 schools (Hinojasa et al., 2019). Overall, this measure has increased overcrowding, especially among elementary schools, potentially affecting teachers’ ability to provide quality education and their pupils’ academic performance. Within this large amount of schools, 65% of them formerly welcomed children from low-income rural communities (USCB, 2014) where public transportation services to urban areas are limited or unavailable. Given that currently open facilities are not located within walking distance from communities that used to benefit from a nearby school, students may not report to their classes on a regular basis (Allen et al., 2018). As a long-term effect, these changes could impact current students’ academic achievement (Shaaban & Reda, 2021), odds of attending college (Pike et al., 2014), and subsequently later-life health. Therefore, education policies should aim for immediate infrastructural changes to mitigate economic challenges, long-term investments to boost educational achievement and human capital development, and reduce exposure to psychosocial hazards (e.g., stress, family conflict) triggered by drastic changes in the school system.
Declaration of Conflicting Interests
The author(s) declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article.
Funding
The author(s) disclosed receipt of the following financial support for the research, authorship, and/or publication of this article: This research was supported by the National Institute on Aging of the National Institutes of Health (Grant #: 3R01AG064769-03S1).
