Mrs. Thompson is a 78-year-old widow living on a fixed income

Read the case scenario below:
Mrs. Thompson is a 78-year-old widow living on a fixed income. She recently moved in with her adult daughter due to mobility challenges following a fall. Since moving in, she reports feeling like a “burden.” Her daughter provides transportation, manages finances, and assists with daily activities. Mrs. Thompson previously volunteered at church and was very socially active but now rarely leaves home. Tension has developed between mother and daughter regarding independence and decision-making.



Apply Social Exchange Theory:

How might Mrs. Thompson perceive changes in power and reciprocity?

What are the “costs” and “rewards” in this relationship for both individuals?

How could shifts in dependency impact emotional well-being?

Apply Age Stratification Theory:

How does society structure opportunities and limitations for Mrs. Thompson?

How do age-based expectations influence how she is treated?

How might generational cohort experiences shape her identity?

Compare the Theories:

Which theory better explains her situation?

How might a social worker integrate both perspectives?

Part II: Policy & Practice Analysis (30 points)


Identify one issue affecting the elderly population (choose one):

Ageism in healthcare

Financial insecurity in retirement

Caregiver burden

Social isolation

Elder abuse

Digital divide among older adults

Explain how:

Social Exchange Theory interprets this issue

Age Stratification Theory interprets this issue

Discuss implications for:

Social work intervention

Advocacy

Policy reform

Part III: Critical Reflection


How do these theories challenge or reinforce your personal views on aging?

How might implicit age bias show up in practice?

How can social workers empower elderly clients experiencing role loss?